Rafael
Villagran
Genesia Investments LLC
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About this Advisor
Rafael Villagran is a financial advisor based in Greer, South Carolina, working with Genesia Investments LLC. Rafael has previously held positions at Merriman Wealth Management, LLC, The Villagran Matrix LLC, Coldstream Wealth Management, Coldstream Securities Inc, Nwam, LLC, Villagran Investments LLC, and Genesia Investments LLC. Rafael has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Rafael is part of Genesia Investments LLC, which operates out of Greer, South Carolina. The firm has one employee and manages assets totaling $100.2 million. The services offered by the firm include portfolio management for institutional clients, publication of newsletters, and other services. The fee structure at Genesia Investments LLC includes asset-based fees.
Certifications and Registrations
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Genesia Investments LLC Brokerage Details
$100,221,897
1
198
$506,171
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Other
Rafael Villagran Work History
Genesia Investments LLC
Nwam, LLC
Villagran Investments LLC
Coldstream Wealth Management
Coldstream Securities Inc
The Villagran Matrix LLC
Merriman Wealth Management, LLC
Disclosures
Please visit the SEC profile of Rafael Villagran 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 Genesia Investments LLC
Greer, SC
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