Veronica Marcela Fuentes
CFP®, ChFC®, CLU®Professional Summary
Veronica Marcela Fuentes, CFP®, ChFC®, CLU® is a registered financial advisor currently at AUDIBLE WEALTH MANAGEMENT located in Silver Spring, Maryland. Veronica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Veronica has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
14 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
AUDIBLE WEALTH MANAGEMENT | AUDIBLE WEALTH MANAGEMENT LLC
Contact Information
Main Address
8455 Colesville Road Suite 900, Silver Spring, MD 20910Phone Number
(202) 430-5227# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
945AUM (Assets Under Management)
$76,437,350Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/15/2024)
(5/28/2025)
(9/10/2024)
(9/30/2024)
(10/9/2024)
(5/15/2024)
(4/18/2025)
(9/16/2024)
(4/24/2025)
(5/27/2024)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Veronica Marcela Fuentes's CRS (Customer Relationship Summary).
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