Wilmer Cordoba
Wilmer Cordoba is a registered investment advisor at Nestyield Etfs, based in Anaheim, CA, with 7 years of industry experience. Wilmer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 4 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are subject to negotiation.
Fee Estimator
Location
2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2021Financial
November 2019Financial
July 2018Other Business ActivitiesSells Insurance
Wilmer operates Ramos Consulting & Wealth Management Inc. as a DBA for branding. He is also an insurance agent and annuity advisor with Financial Advisors, LLC and PSP Financial & Insurance, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Nestyield Etfs
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
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.