Cesar Delacerda
Professional summary
Cesar Delacerda, who also goes by Cesar G De La Cerda, Cesar Gerard De La Cerda, is a registered financial advisor currently at ENVISIONVEST located in Houston, Texas.
Cesar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Cesar has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cesar Delacerda's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 13, 2017 - Present
ENVISIONVEST
Office #1: 2700 Post Oak Blvd 21st Floor, Houston, TX 77056August 1, 2014 - September 1, 2017
NEXT FINANCIAL GROUP, INC.
August 1, 2014 - September 1, 2017
NEXT FINANCIAL GROUP, INC.
March 26, 2014 - June 12, 2014
VALIC FINANCIAL ADVISORS, INC.
June 4, 2013 - June 12, 2014
VALIC FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/13/2017)
Exams
Current Firm
ENVISIONVEST
CRD#: 289132 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 773,175 |
Red Flags
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