Raul Alfonso Isern
Investment adviser representative at Atlantic Family Wealth, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$210.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Atlantic Family Wealth, LLCJun 2014 to now
- LPL Financial LLCNov 2009 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Atlantic Family Wealth, LLC
$210.1MAssets managed
251Clients
2Advisers
4 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
- 2308312
- Firm CRD
- 171062