Unclaimed Profile

Ivan Alberto Golac

ACTINVER WEALTH MANAGEMENT, INC.·HOUSTON, Texas

SIE, Series 6, Series 6TO, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 79TO, Series 87, Series 99TOClean record21 years registeredACTINVER WEALTH MANAGEMENT, INC.

5075 WESTHEIMER, HOUSTON, TX 77056CRD# 2800489Firm CRD# 146153

Profile Verification

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

Identity

Ivan Alberto Golac · HOUSTON, TX

Registration

CRD #2800489 · ACTINVER WEALTH MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ACTINVER WEALTH MANAGEMENT, INC.

STANFORD GROUP COMPANY

Apr 2005 – Apr 2009

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 66

Series 79TO

Series 87

Series 99TO

Registration record

First registered · April 27, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTERNA WEALTH MANAGEMENT, INC.

CRD 146153 · SEC 801-71135

AUM

$861M

Regulatory assets under management

Employees

1,019 client accounts

Services offered by ALTERNA WEALTH MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ALTERNA WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Ivan Alberto Golac offer?

Ivan Alberto Golac specializes in Investment Management, Fee-Only Advisory.

What are Ivan Alberto Golac's credentials?

Ivan Alberto Golac is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ivan Alberto Golac located?

Ivan Alberto Golac is based in HOUSTON, Texas, last registered with ACTINVER WEALTH MANAGEMENT, INC..

How does Ivan Alberto Golac charge for services?

Ivan Alberto Golac's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACTINVER WEALTH MANAGEMENT, INC.?

ACTINVER WEALTH MANAGEMENT, INC. has approximately 36 employees and manages $861M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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