Unclaimed Profile

Javier Lopez Casado

FINACCESS ADVISORS, LLC·MIAMI, Florida

Series 65Clean record15 years registeredFINACCESS ADVISORS, LLC

1111 BRICKELL AVENUE, MIAMI, FL 33131CRD# 5866057Firm CRD# 150697

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Javier Lopez Casado · MIAMI, FL

Registration

CRD #5866057 · FINACCESS ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINACCESS ADVISORS, LLC

FINACCESS ADVISORS, LLC

Jul 2011 – Jun 2024

MIAMI, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 25, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINACCESS ADVISORS, LLC

CRD 150697 · SEC 801-71013

AUM

$4.0B

Regulatory assets under management

Employees

170 client accounts

Services offered by FINACCESS ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FINACCESS ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Javier Lopez Casado offer?

Javier Lopez Casado specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Javier Lopez Casado's credentials?

Javier Lopez Casado is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Javier Lopez Casado located?

Javier Lopez Casado is based in MIAMI, Florida, last registered with FINACCESS ADVISORS, LLC.

How does Javier Lopez Casado charge for services?

Javier Lopez Casado's firm is compensated through percentage of aum, subscription fees, other: referral fees from custodians. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINACCESS ADVISORS, LLC?

FINACCESS ADVISORS, LLC has approximately 12 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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