Alfredo Tellez
Investment adviser representative at Gfs Advisors LLC
11 yearsExperience
2 statesRegistered in
$3.8BFirm assets
19 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Gfs Advisors, LLCAug 2019 to now
- Global Financial Services, LLCAug 2019 to now
- Investment Placement GroupDec 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Gfs Advisors LLC
$3.8BAssets managed
654Clients
10Advisers
19 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
- 2616322
- Firm CRD
- 143110