Avelino Cortina is a registered investment advisor at Ac3 Capital, based in La Jolla, CA, with 29 years of industry experience. Avelino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AC3 Capital offers asset management services through a wrap fee program. Details about the fees for this service are available in the Wrap Fee Program Brochure. Please note that asset management services are only offered through wrapped accounts.
Location
7855 Ivanhoe Avenue, Suite 460, La Jolla, CA, 92037
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Regulatory History (1)
Regulatory
August 2017Employment History
Current Registrations
Ac3 Capital
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.