Unclaimed Profile

Marissa Oyervides

INTERCONTINENTAL WEALTH ADVISORS, LLC·SAN ANTONIO, Texas

SIE, Series 99, Series 99TOINTERCONTINENTAL WEALTH ADVISORS, LLC

112 EAST PECAN STREET, SUITE 525, SAN ANTONIO, TX 78205-3729CRD# 6064303Firm CRD# 114787

Profile Verification

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

Identity

Marissa Oyervides · SAN ANTONIO, TX

Registration

CRD #6064303 · INTERCONTINENTAL WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 99

Series 99TO

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

INTERCONTINENTAL WEALTH ADVISORS, LLC

CRD 114787 · SEC 801-66430

AUM

$1.5B

Regulatory assets under management

Employees

1,679 client accounts

Services offered by INTERCONTINENTAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTERCONTINENTAL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Marissa Oyervides offer?

Marissa Oyervides specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Marissa Oyervides's credentials?

Marissa Oyervides is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marissa Oyervides located?

Marissa Oyervides is based in SAN ANTONIO, Texas, working with INTERCONTINENTAL WEALTH ADVISORS, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Marissa Oyervides charge for services?

Marissa Oyervides'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 INTERCONTINENTAL WEALTH ADVISORS, LLC?

INTERCONTINENTAL WEALTH ADVISORS, LLC has approximately 23 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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