Oscar Pina
Oscar Pina is a ChFC-designated registered investment advisor at Ascent Wealth Management Group, LLC, based in Coral Gables, FL, with 39 years of industry experience. Oscar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 79 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascent Wealth Management Group charges a maximum of 2.00% annually for investment management services. The specific fee will be outlined in your advisory agreement. Fees are billed monthly, based on the average daily value of your account. The fees are negotiable and will be deducted directly from your account.
Location
1600 Ponce De Leon Blvd, Suite 1000, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2012Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Oscar is an independent insurance broker since 2001, working with multiple companies and selling term life and fixed annuity products. He is also President of CJM Insurance Solutions, Inc and VP of Reliable Insurance Solutions, Inc, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Ascent Wealth Management Group, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Equity Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.