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Lia Regina Bertelson

MALLINI COMPLETE FINANCIAL PLANNING LLC·GAINESVILLE, Florida
Unclaimed Profile
2631 NW 41ST STREET, GAINESVILLE, FL 32606CRD# 6469786Firm CRD# 175341
01

About

Lia Regina Bertelson is a registered financial advisor based in GAINESVILLE, Florida, affiliated with MALLINI COMPLETE FINANCIAL PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MALLINI COMPLETE FINANCIAL PLANNING LLC
TOGETHER AND/OR TOGETHER PLANNING
AUM
$129M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MALLINI COMPLETE FINANCIAL PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6469786
Firm CRD# 175341
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lia Regina Bertelson offer?
Lia Regina Bertelson specializes in Financial Planning, Investment Management. Contact their office in GAINESVILLE, Florida for a consultation.
What are Lia Regina Bertelson's credentials?
Lia Regina Bertelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lia Regina Bertelson located?
Lia Regina Bertelson is based in GAINESVILLE, Florida, working with MALLINI COMPLETE FINANCIAL PLANNING LLC. Their office serves clients in the GAINESVILLE metropolitan area and surrounding communities.
How does Lia Regina Bertelson charge for services?
Lia Regina Bertelson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MALLINI COMPLETE FINANCIAL PLANNING LLC?
MALLINI COMPLETE FINANCIAL PLANNING LLC has approximately 6 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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