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Francisco Javier Alcalde vega

Investment adviser representative at Inversiones Sura
15 yearsExperience
1 stateRegistered in
$160.2MFirm assets
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 assetsHourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Inversiones SuraDec 2024 to now
  2. Sura Servicios Profesionales SaMar 2023 to now
  3. Corredores De Bolsa Sura SaApr 2017 to Mar 2023
  4. Universidad San SebastianOct 2011 to Apr 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (FL).

Inversiones Sura

Legal name: Inversiones Sura Corp

$160.2MAssets managed
437Clients
2Advisers
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
7982202
Firm CRD
318065
Advisor's SEC record (opens in a new tab)
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