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Mauricio Fuentes
Account Executive at Capital Investment Advisors
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Work Experience
Account Executive
2007 - Present · 17 years and 11 months
jpmorgan chase home finance
Account Executive
2005 - 2008 · 3 years
Bank Manager
1997 - 2001 · 4 years
Company Details
At Capital Investment Advisors (CIA), we strive to help clients reach their financial and retirement goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm with offices throughout the United States that provide our clients with a full range of financial advice centered on portfolio management. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. Our firm's mission is to help families find happiness in retirement; this includes the clients we serve, the professionals we partner with, and the employees who come into CIA every day to fulfill this mission. Review our social media rules of engagement at: https://www.yourwealth.com/social-media-rules-of-engagement/
Year Founded
1996
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
10 Glenlake Pkwy North Tower, Suite 1000 Atlanta, Georgia 30328, US
Keywords
Financial ServicesInvestingWealth ManagementFinancial PlanningIncome InvestingRegistered Investment AdvisorsCertified Financial PlannersChartered Financial Analysts
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