MA
Mario A. Avila
VERTEX INVESTMENTS GROUP
MURRIETA, CA 92562
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CRD#: 8016070
MA
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.
Efficient-Aire Mechanical Inc.; investment related; 39490 Copper Craft Drive Murrieta CA 92562; HVAC; Founder & CEO; Owner; 10/2017; Activity accounts for less than 10% of associates time; I am founder and CEO of Efficient-Aire Mechanical Inc.
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®
NoneExperience
Current
January 7, 2025 - Present
VERTEX INVESTMENTS GROUP
Office #1: 39490 Copper Craft Dr, Murrieta, CA 92562RIA
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)
Current Firm
VI
VERTEX INVESTMENTS GROUP
VERTEX INVESTMENTS GROUP | VERTEX INVESTMENTS GROUP LLC.
CRD#: 334177 / SEC#:
California
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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
0
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
