MF
Marilo Fernandez Gonzalez
LIFEINVEST WEALTH MANAGEMENT, LTD
Caracas, 1060
Some features on this profile are disabled
CRD#: 7003041
MF
Professional summary
Marilo Fernandez Gonzalez, who also goes by Marilo Fernandez, is a registered financial advisor currently at LIFEINVEST WEALTH MANAGEMENT, LTD .
Marilo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Marilo has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marilo Fernandez
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.
Name of business: Kapital Consultores is a Wealth Management Company in Venezuela Located: Av Francisco Miranda, Edf Mene Grande Piso 13, Los Palos Grandes, Caracas, Venezuela. Marilo Fernandez is employee of Kapital, she is a Senior Investment Advisor (tittle), she spend 80 h/month in her business, she started work from 02/2014 Mrs Fernandez is responsible for conducting the administration of investment products and services. She must market and sell financial products and services to potential clients. Inversiones Romero Fernandez, non investment related, Director and Secretary, Since 2022, 2hrs/mo. Banam Inc, non investment related, Director-President, Since 2022, 2hrs/mo. Vintage Funda Procura, non profit organization, non investment related. Donation Wheel chairs in Venezuela, Volunteer, 5 hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Marilo Fernandez Gonzalez'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
September 27, 2018 - Present
LIFEINVEST WEALTH MANAGEMENT, LTD
Office #1: Av Francisco Miranda Edf Mene Grande P14 Los Palos Grandes, Caracas 1060RIA
CRD#: 146966
Caracas,
Past
November 29, 2018 - July 22, 2020
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
RIA
CRD#: 144601
MIAMI, FL
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".
LW
LIFEINVEST WEALTH MANAGEMENT, LTD
EMC MANAGERS CONSULTING, LTD. | LIFEINVEST WEALTH MANAGEMENT, LTD
CRD#: 146966 / SEC#: 801-69869
RIA
Registered Investment Advisory firm - (1/29/2009 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
California(3/1/2023)
IAR
Florida(9/27/2018)
Current Firm
LW
LIFEINVEST WEALTH MANAGEMENT, LTD
EMC MANAGERS CONSULTING, LTD. | LIFEINVEST WEALTH MANAGEMENT, LTD
CRD#: 146966 / SEC#: 801-69869
RIA
Registered Investment Advisory firm - (1/29/2009 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1110 Brickell Avenue Suite 210-a, Miami, FL 33131-3136
Mailing Address
Phone number
(786) 523-0500
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 474 |
| AUM (Assets Under Management) | $ 447,071,076 |
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.
