Francis Bermudez (CRD# 7823157) is an Investment Advisor Representative working at Lincoln Investment in Wellington, FL and has 1 year of experience in the finance industry.
CRD# 6480437
Equitable Advisors, LLC
CRD# 4359773
Cresset Asset Management, LLC
CRD# 5650780
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Mar 2024 - Current | < 1 |
| Capital Analysts | Fort Washington, PA | Mar 2024 - Current | < 1 |
| Lincoln Investment | Fort Washington, PA | Oct 2023 - Current | < 1 |
| School District Of Palm Beach County | West Palm Beach, FL | Aug 2011 - Current | 12 |
| Rapids Water Park | Riviera Beach, FL | May 2008 - Current | 16 |
| Sole Proprietor | West Palm Beach, FL | Dec 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- FL
-
Total Assets Under Management17,218MILLIONS
-
Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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