FB
Francesco Bernasconi
LFA
Lugano - Ticino, 6900
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CRD#: 5751009
FB
Professional summary
Francesco Bernasconi is a registered financial advisor currently at LFA .
Francesco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Francesco has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Francesco Bernasconi's 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®
NoneExperience
Current
March 4, 2013 - Present
LFA
Office #1: Via F. Pelli 3, Lugano - Ticino 6900RIA
CRD#: 152864
Lugano - Ticino,
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".
LF
LFA
LFA | LUGANO FINANCIAL ADVISORS S.A. | LUGANO F.A. | LFA - LUGANO FINANCIAL ADVISORS SA
CRD#: 152864 / SEC#: 801-71074
RIA
Registered Investment Advisory firm - (2/3/2010 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
Texas(3/4/2013)
Exams
Current Firm
LF
LFA
LFA | LUGANO FINANCIAL ADVISORS S.A. | LUGANO F.A. | LFA - LUGANO FINANCIAL ADVISORS SA
CRD#: 152864 / SEC#: 801-71074
RIA
Registered Investment Advisory firm - (2/3/2010 Approved)PREMIUM
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Contact information
Main Address
Via F. Pelli 3, Lugano - Ticino 6900
Mailing Address
Phone number
+41919212533
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 271 |
| AUM (Assets Under Management) | $ 883,372,569 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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