AP
AP

Alfonso Pinzon

27 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
382 advisors
Number of Clients
270,365 clients
Average Client Portfolio
$58K average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alfonso is the owner of Anita and Al Adventures, located in Davie, FL, since March 2022. He spends minimal time on this activity.

Employment History
Current Registrations
Nationwide Investment Advisors, LLC
January 2008 - Present · 18 yrs 1 mo
Nationwide Investment Services CorporationBroker
June 2000 - Present · 25 yrs 8 mos
Previous Registrations
Mutual of America Life Insurance CompanyBroker
May 1999 - May 2000 · 1 yr
Mutual of America Securities CorporationBroker
May 1999 - May 2000 · 1 yr
Twentieth Century Securities, INC.Broker
November 1995 - December 1996 · 1 yr 1 mo
State Registrations2 states
FLOH
AdvisorBroker
Exams
No exam information available for this advisor.