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Laura Munoz alarcon

Investment adviser representative at Finamex Asset Management, LLC
14 yearsExperience
1 stateRegistered in
$113.9MFirm assets
Under 1 yearFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Finamex International, LLCAug 2023 to now
  2. Finamex Asset Management, LLCNov 2022 to now
  3. Profit By LauraMay 2017 to Oct 2022
  4. FinamexFeb 2016 to Apr 2017
  5. Productos LaurisJan 2012 to Jun 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 1 state (TX).

Finamex Asset Management, LLC

$113.9MAssets managed
190Clients
6Advisers
Under 1 yearIn 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
5716049
Firm CRD
304260
Advisor's SEC record (opens in a new tab)
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