Beatrice Francoise Nunez
Investment adviser representative at Insigneo Advisory Services, LLC
25 yearsExperience
5 statesRegistered in
$5.2BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Insigneo Advisory Services, LLCDec 2023 to now
- Insigneo Securities LLCDec 2023 to now
- PNC InvestmentsSep 2021 to Nov 2023
- Bbva Securities Inc.May 2013 to Sep 2021
- Bbva Wealth Solutions Inc.Oct 2010 to Sep 2021
- Compass BankJun 2009 to Sep 2021
- Bbva Compass Insurance Agency Inc.Apr 2001 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 5 states (CA, CO, FL, SC, TX).
Insigneo Advisory Services, LLC
$5.2BAssets managed
4,473Clients
225Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2132616
- Firm CRD
- 282589