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LF

Larry C. Fernandez

VICTUS CAPITAL WEALTH
LOS ANGELES, CA 90025
Some features on this profile are disabled
CRD#: 2877885
LF

Professional summary


Larry Craig Fernandez, CIMA® is a registered financial advisor currently at VICTUS CAPITAL WEALTH located in Los Angeles, California.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Larry has worked at 5 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. CALIFORNIA INSURANCE LICENSED 11766 WILSHIRE BLVD., SUITE 1220 LOS ANGELES, CA 90025 AGENT 1-5 HOURS. SINCE 05/2008 2. CFMV GLOBAL WEALTH ADVISORS, LLC DBA VICTUS CAPITAL WEALTH A REGISTERED INVESTMENT ADVISOR, 11766 WILSHIRE BLVD., SUITE 1220 LOS ANGELES, CA 90025 PARTNER START DATE 11/05/2010 MANAGE CLIENT ACCOUNTS ON A FEE-ONLY BASIS. 3. KUPONO CAPITAL, LLC; INVESTMENT-RELATED; 5633 KAWAIHAU ROAD, KAPAA, HI 96746; POOLED INVESTMENT VEHICLE INVESTING IN A QUALIFIED OPPORTUNITY ZONE; GENERAL PARTNER; 03/2021; 5 HOURS PER MONTH, NO HOURS DURING SECURITIES TRADING HOURS; DUTIES GENERALLY ASSIGNED TO GENERAL PARTNERS OF A POOLED INVESTMENT VEHICLE.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Larry Craig Fernandez's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CIMA®

Experience


Current

November 5, 2010 - Present

VICTUS CAPITAL WEALTH

Office #1: 11766 Wilshire Boulevard Ste. 1220, Los Angeles, CA 90025
RIA
CRD#: 154899
LOS ANGELES, CA
Past

November 17, 2010 - August 15, 2011

WBB SECURITIES, LLC

RIA
CRD#: 118440
LOS ANGELES, CA
Past

November 17, 2010 - August 15, 2011

WBB SECURITIES, LLC

BD
CRD#: 118440
CRANFORD, NJ
Past

June 15, 1999 - November 8, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BEVERLY HILLS, CA
Past

February 23, 1999 - November 8, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BEVERLY HILLS, CA
Past

August 6, 1997 - March 9, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

April 25, 1997 - July 28, 1997

JOSEPH CHARLES & ASSOC., INC.

BD
CRD#: 3949
BOCA RATON, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VICTUS CAPITAL WEALTH
CFMV GLOBAL WEALTH ADVISORS, LLC | VICTUS CAPTIAL WEALTH, LLC | VICTUS CAPITAL WEALTH | CMV GLOBAL WEALTH ADVISORS, LLC

CRD#: 154899 / SEC#: 801-71919

RIA
Registered Investment Advisory firm - (11/5/2010 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(11/5/2010)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/28/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 8/18/1997
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


VC
VICTUS CAPITAL WEALTH
CFMV GLOBAL WEALTH ADVISORS, LLC | VICTUS CAPTIAL WEALTH, LLC | VICTUS CAPITAL WEALTH | CMV GLOBAL WEALTH ADVISORS, LLC

CRD#: 154899 / SEC#: 801-71919

RIA
Registered Investment Advisory firm - (11/5/2010 Approved)
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Contact information


Main Address
1327 Ocean Avenue Suite K, Santa Monica, CA 90401
Mailing Address
Phone number
(310) 622-1280
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VCW - FORM ADV PART 2A - FIRM BROCHURE 2025 (3/18/2025)

Regulatory assets under management


Total Number of Accounts561
AUM (Assets Under Management)$ 250,865,769

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VICTUS CAPITAL WEALTH

CRD#: 154899Los Angeles, CA 90025

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