Diego Hernan Parra-cortez
Investment adviser representative at Madrid Retirement Advisors
10 yearsExperience
1 stateRegistered in
$184.2MFirm 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
10 years in the industry.
- Madrid Retirement AdvisorsFeb 2026 to now
- Madrid Financial ServicesSep 2017 to now
- LPL Financial, LLCNov 2016 to now
- California State University Long BeachJan 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Madrid Retirement Advisors
Legal name: Madrid Financial Services, Inc.
$184.2MAssets managed
244Clients
2Advisers
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
- 6731753
- Firm CRD
- 172464