AdvisorOS Directory
Claim Profile
OP

Octavio Manuel Prieto-Izaguirre

401K GENERATION·LAKE MARY, Florida
Unclaimed Profile
195 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 4538926Firm CRD# 154279
01

About

Octavio Manuel Prieto-Izaguirre is a registered financial advisor based in LAKE MARY, Florida, affiliated with 401K GENERATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
401K GENERATION
401K GENERATION
AUM
$139M
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at 401K GENERATION →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4538926
Firm CRD# 154279
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKE MARY?

Browse all registered financial advisors in LAKE MARY, Florida or claim this profile if it's yours.

Browse LAKE MARY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Octavio Manuel Prieto-Izaguirre offer?
Octavio Manuel Prieto-Izaguirre specializes in Investment Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Octavio Manuel Prieto-Izaguirre's credentials?
Octavio Manuel Prieto-Izaguirre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Octavio Manuel Prieto-Izaguirre located?
Octavio Manuel Prieto-Izaguirre is based in LAKE MARY, Florida, working with 401K GENERATION. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Octavio Manuel Prieto-Izaguirre charge for services?
Octavio Manuel Prieto-Izaguirre's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 401K GENERATION?
401K GENERATION has approximately 34 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LAKE MARY
William Hilton Burke — BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLCBarry Nelson Roderick — COLLABORATIVE WEALTH MANAGEMENT, INC.Gigi Klara Szekely — NEWPORT GROUP SECURITIES, INC.Alexa Danielle Gellinger — NEWPORT GROUP SECURITIES, INC.Chad Richmond Justice — COLLABORATIVE WEALTH MANAGEMENT, INC.
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile