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MA

Mario A. Avila

VERTEX INVESTMENTS GROUP
MURRIETA, CA 92562
CRD#: 8016070
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MA
Mario A. AvilaVERTEX INVESTMENTS GROUP

Professional summary

Mario A. Avila is a registered financial advisor currently at VERTEX INVESTMENTS GROUP located in Murrieta, California.

Mario is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Mario has worked at 1 firm and has passed the Series 65 exam.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mario A. Avila'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®
None

Experience

Current

January 7, 2025 - Present

VERTEX INVESTMENTS GROUP

Office #1: 39490 Copper Craft Dr, Murrieta, CA 92562
RIA
CRD#: 334177
MURRIETA, CA

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
(1/7/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/7/2023
Uniform Investment Adviser Law Examination

Current Firm

VI
VERTEX INVESTMENTS GROUP
VERTEX INVESTMENTS GROUP | VERTEX INVESTMENTS GROUP LLC.

CRD#: 334177 / SEC#:

California
Registered Investment Advisory firm - (1/7/2025 Approved)
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Contact information

Main Address
39490 Copper Craft Dr, Murrieta, CA 92562
Mailing Address
Phone number
(714) 886-0237
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

VERTEX INVESTMENTS GROUP

CRD#: 334177Murrieta, CA 92562

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