Emanuel Avina
Emanuel Avina is a registered investment advisor at Avina Financial Group, INC., based in Bellflower, CA, with 18 years of industry experience. Emanuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Retirement Planning. Their firm serves 175 clients with $100M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services - Fixed fee ranging from $500 to $25,000, depending on the complexity and scope of the plan, your financial situation, and your objectives.
Location
17138 Bellflower Blvd, Suite 201, Bellflower, CA, 90706
Get directionsHistory
Regulatory History (1)
Regulatory
February 2019Other Business ActivitiesSells Insurance
Emanuel is an investment advisor representative at Avina Financial Group, dedicating about half of his time to investment advice. He is also a general agent at Avina Insurance Services, selling life insurance and fixed annuities a few hours per week.
Employment History
Current Registrations
Avina Financial Group, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
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.