Alonso J. Rodriguez Segarra

ADVISE FINANCIAL

Plantation, FL

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CRD#: 6594218

Professional summary

Alonso Jose Rodriguez Segarra, CFP®, who also goes by Alonso Jose Rodriguez, Alonso Rodriguez Segarra, is a registered financial advisor currently at ADVISE FINANCIAL located in Plantation, Florida.

Alonso is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Alonso has worked at 1 firm and has passed the Series 65 exam.

Biography

Choosing a financial advisor can be incredibly complex; 45% of middle-aged Americans would instead visit the dentist than make an appointment with a financial adviser (source FMG).

Therefore, at Advise Financial®, we want to support you so that you make the decision that is best for you. We are a firm that provides advice and personalized financial planning for those who dare to build a better future and are convinced that a better tomorrow is possible.

Question & Answer

What are your service offerings?

Investment Planning

Estate Planning

Small Business Planning

Retirement Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Corporate Executives

Are you a "fiduciary"?

Yes

Aliases

Alonso Jose Rodriguez | Alonso Rodriguez Segarra

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) - RIA

Click below to view Alonso Jose Rodriguez Segarra'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

October 11, 2016 - Present

ADVISE FINANCIAL

RIA

CRD#: 282087

Plantation, FL

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

California
(5/9/2024)

IAR

Florida
(10/11/2016)

IAR

Texas
(2/7/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/24/2015

Uniform Investment Adviser Law Examination

Current Firm

ADVISE FINANCIAL

ADVISE FINANCIAL | ADVISE FINANCIAL LLC

CRD#: 282087 / SEC#: 801-107072

RIA

Registered Investment Advisory firm - (4/27/2021 Terminated)

California

Registered Investment Advisory firm - (5/9/2024 Approved)

Florida

Registered Investment Advisory firm - (3/16/2021 Approved)

Texas

Registered Investment Advisory firm - (2/7/2023 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Boca Raton, FL

Mailing Address

Phone number

(561) 454-8284

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	276
AUM (Assets Under Management)	$ 32,536,603

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.

Contact information

(xxx) xxx-xxxx

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Alonso J. Rodriguez Segarra

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alonso Jose Rodriguez Segarra's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISE FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/2015

Current Firm

ADVISE FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVISE FINANCIAL

TRUST BUT VERIFY

Contact information

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