Fernando Recalde
Fernando Recalde is a registered investment advisor at First Retirement Services LLC, based in Parkland, FL, with 15 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Location
7923 S Woodridge Dr, Parkland, FL, 33067
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2003Criminal
August 1986Other Business ActivitiesSells Insurance
Fernando is licensed to sell life (fixed and variable), long-term care, disability, and business insurance, spending minimal time on insurance sales and 403B program sales. He also works as a real estate agent and owns a UPS Store in West Virginia, dedicating a few hours per week to real estate sales and no time to the UPS store.
Employment History
Current Registrations
First Retirement Services LLC
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Salomon Smith Barney INC.
Salomon Smith Barney 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.