Francisco X. Maldonado
Professional summary
Francisco Xavier Maldonado, CFP®, who also goes by Xavier Maldonado Gil, is a registered financial advisor currently at GLOBAL VANTAGE WEALTH MANAGEMENT located in Encinitas, California.
Francisco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Francisco has worked at 7 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Francisco Xavier Maldonado's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
September 28, 2016 - Present
GLOBAL VANTAGE WEALTH MANAGEMENT
June 2, 2011 - August 9, 2017
WEALTH ANALYTICS PARTNERS, LLC
August 12, 2008 - May 13, 2011
ADVANCED WEALTH PLANNING
April 14, 2008 - October 12, 2010
FIRST ALLIED SECURITIES, INC.
April 11, 2008 - October 12, 2010
FIRST ALLIED SECURITIES, INC.
February 28, 2006 - April 9, 2008
OSAIC FA, INC.
February 28, 2006 - March 29, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
February 28, 2006 - April 9, 2008
OSAIC FA, INC.
October 26, 2005 - April 3, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
September 23, 2005 - April 3, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/28/2016)
Exams
Current Firm
GLOBAL VANTAGE WEALTH MANAGEMENT
CRD#: 284941 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 68,000,000 |
Red Flags
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