CF
CF

Cesar Franco

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
108 advisors
Number of Clients
6,671 clients
Average Client Portfolio
$573K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$5.5K
Loading...

Location

113 W. Main St., 228, Alhambra, CA, 91801

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Cesar is involved in insurance sales, dedicating about a quarter of his time to this activity. He also works as an agent for NWF Advisory and as an Investment Advisor Representative, spending about half his time on these investment-related activities, and works as a financial professional marketing under Artisan Capital Partners.

Employment History
Current Registrations
Nwf Advisory Services INC
June 2018 - Present · 7 yrs 8 mos
Osaic Wealth, INC.
November 2013 - Present · 12 yrs 3 mos
Osaic Wealth, INC.Broker
December 1997 - Present · 28 yrs 2 mos
State Registrations16 states
ALAZCAFLGAIAILMIMNNMNVTNTXUTVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.