Carlos
Bonilla Grajales
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Carlos Bonilla Grajales is a financial advisor working in Miami, Florida with 2 years of industry experience. Bonilla Grajales is an employee of Mutual Of Omaha Investor Services, Inc. During their career, the advisor has held roles at Primerica Financial Services, Pfs Investments Inc, Vanguard, Art Music Center Corp, Conservatorio De Musica De Puerto Rico, Universidad Interamericana De Puerto Rico, Census 2020, Mutual Of Omaha Investors Services and Mutual Of Omaha Insurance Company. Bonilla Grajales holds a Series 65 license, designating them as an investment advisor representative, and is approved to operate in . Mutual Of Omaha Investor Services, Inc is a registered investment company that has its headquarters in Omaha, NE. The investment advisory business has offices in 114 locations and a total of 320 people on staff. It controls $14 million in assets under management across its 92 accounts, making it one of the smaller investment advisory firms in the United States by assets under management. The firm advises 10 charitable organizations. Of its 92 customer accounts, 16% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fee types charged by Mutual Of Omaha Investor Services, Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$14,275,270
320
92
$155,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Carlos Bonilla Grajales Work History
Carlos has been registered as a financial advisor for 2 years.*
Mutual Of Omaha Investors Services
Mutual Of Omaha Insurance Company
Universidad Interamericana De Puerto Rico
Census 2020
Pfs Investments Inc
Vanguard
Primerica Financial Services
Conservatorio De Musica De Puerto Rico
Art Music Center Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carlos Bonilla Grajales to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mutual Of Omaha Investor Services, Inc
La Center, WA
Omaha, NE
Houston, TX
Omaha, NE
Irving, TX
Englewood, CO
Phoenix, AZ
Irving, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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