Mario Valverde
Investment adviser representative at Manchester Financial Inc
17 yearsExperience
2 statesRegistered in
$1BFirm assets
36 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 assetsHourlyCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Manchester Financial IncAug 2023 to now
- Fidelity Brokerage Services LLCJun 2019 to Jul 2023
- YogaworksApr 2012 to May 2020
- Green Financial ServicesSep 2009 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Manchester Financial Inc
$1BAssets managed
1,102Clients
11Advisers
36 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
- 6552222
- Firm CRD
- 106071