20/20 Capital Management, Inc
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About this Advisor
Alex Nunes is a financial advisor based in San Diego, California, who has been in the advisory business for 10 years. Nunes is an advisor for 20/20 Capital Management, Inc. Throughout their career, they have worked at Miramar College, San Diego State Foundation, Axa Advisors, LLC, Ameritas Investment Corp, Ameritas Life Insurance Corp, 20/20 Financial Advisers LLC and 20/20 Capital Management. Nunes has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California. 20/20 Capital Management, Inc is a registered investment business headquartered in San Diego, California. It has offices in 14 locations and a total of 66 people on staff. It controls $847 million in total assets across its 4,302 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 4,302 customer accounts, 28% are held by high-net-worth investors who have more than $1 million in assets. 20/20 Capital Management, Inc offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which service is provided. Fee types billed by 20/20 Capital Management, Inc may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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20/20 Capital Management, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alex Nunes Work History
Alex has 10 years of experience.
20/20 Capital Management
Ameritas Investment Corp
Ameritas Life Insurance Corp
20/20 Financial Advisers LLC
Axa Advisors, LLC
San Diego State Foundation
Alex Nunes has disclosures.
Please visit their SEC profile for more details.