Carlos
Morales
Vectorglobal Iag, Inc
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About this Advisor
Carlos Morales is a financial advisor operating in Miami, Florida with a total of 6 years of industry experience. Morales is an advisor for Vectorglobal Iag, Inc. Throughout their career, they have worked at Bianco Financial Inc, Cp Capital Securities, Ubs Financial Services Inc and Vectorglobal Wmg. Morales maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Texas. Vectorglobal Iag, Inc is an advisory firm operating out of Miami, FL. It has offices in two locations and a total of 15 employees. It handles $1 billion in assets under management across its 1,523 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 1,523 client accounts, 41% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Vectorglobal Iag, Inc provides portfolio management for individuals and small businesses. Financial advisory fee schedules largely depend on which service is offered. However, fees billed by Vectorglobal Iag, Inc most likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vectorglobal Iag, Inc Brokerage Details
$1,065,737,508
15
1,523
$699,762
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Carlos Morales Work History
Carlos has been registered as a financial advisor for 6 years.*
Vectorglobal Wmg
Ubs Financial Services Inc
Cp Capital Securities
Ubs Financial Services Inc
Bianco Financial Inc
*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 Morales 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 Vectorglobal Iag, Inc
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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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