Flavio Guillermo Landivar
Investment adviser representative at Evensky & Katz/foldes Wealth Management
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$3.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Evensky & Katz Foldes Wealth ManagementOct 2022 to now
- Raymond James & Associates, Inc.Nov 2017 to Oct 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Nov 2017
- Wells Fargo Advisors, LLCJun 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Evensky & Katz/foldes Wealth Management
Legal name: Evensky & Katz, LLC
$3.2BAssets managed
1,188Clients
22Advisers
25 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
- 6361325
- Firm CRD
- 109698