Gioconda Del carmen Bolinches sebastiani
Investment adviser representative at Lifeinvest Wealth Management, Ltd
20 yearsExperience
2 statesRegistered in
$300.5MFirm assets
17 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Lifeinvest Wealth Management, LtdFeb 2022 to now
- Portfolio Resources Group, Inc.Feb 2022 to now
- Fivestation LLCOct 2015 to now
- Lifeinvest Asset ManagementMay 2018 to Feb 2020
- Portfolio Resources Group, Inc.Sep 2016 to Feb 2020
- Bbo Financial ServicesJun 2006 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Lifeinvest Wealth Management, Ltd
$300.5MAssets managed
261Clients
8Advisers
17 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
- 6711397
- Firm CRD
- 146966