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SG

Silvia K. Godinez Valdovinos

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CRD#: 6409041
SG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Silvia Karina Godinez Valdovinos, who also goes by Karina Godinez, was a registered financial professional .

Silvia is a previously registered financial professional and started their career in finance in 2014. Silvia had worked at 2 firms and has passed the Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Karina Godinez

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 15, 2016 - June 17, 2019

FINEC ASSET MANAGEMENT

RIA
CRD#: 231789
LA JOLLA, CA
Past

September 14, 2015 - December 31, 2015

FINEC ASSET MANAGEMENT

RIA
CRD#: 231789
LA JOLLA, CA
Past

December 2, 2014 - June 6, 2019

INVESTMENT PLACEMENT GROUP

BD
CRD#: 14458
SAN DIEGO, CA

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".
FA
FINEC ASSET MANAGEMENT
FINEC ASSET MANAGEMENT | FINEC ASSET MANAGEMENT LLC

CRD#: 231789 / SEC#: 801-132849

RIA
Registered Investment Advisory firm - (5/27/2025 Approved)
California
Registered Investment Advisory firm - (7/23/2025 Terminated)
Texas
Registered Investment Advisory firm - (6/23/2025 Terminated)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/14/2015
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FA
FINEC ASSET MANAGEMENT
FINEC ASSET MANAGEMENT | FINEC ASSET MANAGEMENT LLC

CRD#: 231789 / SEC#: 801-132849

RIA
Registered Investment Advisory firm - (5/27/2025 Approved)
California
Registered Investment Advisory firm - (7/23/2025 Terminated)
Texas
Registered Investment Advisory firm - (6/23/2025 Terminated)
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Contact information


Main Address
402 West Broadway Suite 400, San Diego, CA 92101
Mailing Address
Phone number
(858) 945-3192
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FAM DISCLOSURE BROCHURE AND SUPPLEMENT (6/23/2025)

Regulatory assets under management


Total Number of Accounts148
AUM (Assets Under Management)$ 126,303,888

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


FINEC ASSET MANAGEMENT

CRD#: 231789

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