Mariana Llamas
Investment adviser representative at Brio Financial Group
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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.
- Brio Financial GroupJan 2024 to now
- Xena Financial Planning LLCSep 2021 to Jan 2024
- The RookJun 2020 to Oct 2020
- LPL Financial LLCMar 2020 to Sep 2021
- Secure Planning GroupMar 2020 to Sep 2021
- American Financial Management GroupFeb 2020 to Jul 2020
- Sofia FinancialFeb 2020 to Jul 2020
- UnemployedDec 2019 to Feb 2020
- Rz WealthAug 2016 to Nov 2019
- West Chester University of PennsylvaniaAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Brio Financial Group
Legal name: Brio Consultants, LLC
$1.1BAssets managed
804Clients
16Advisers
8 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
- 6692381
- Firm CRD
- 289889