Francisco Garcia lozano
Investment adviser representative at Mmbg Investment Advisors Co.
10 yearsExperience
2 statesRegistered in
$3BFirm assets
9 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 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.
- Mmbg Investment Advisors Co.Aug 2021 to now
- Morales y Guerra Capital AsesoresJan 2016 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Mmbg Investment Advisors Co.
$3BAssets managed
139Clients
7Advisers
9 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
- 7611665
- Firm CRD
- 285263