RI
Raul Isern
from Atlantic Family Wealth, LLC
Raul Isern is a financial advisor based in Florida, Coral Gables,
with 32 years of experience. Raul currently works for
Atlantic Family Wealth, LLC.
Raul maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Raul Isern works at Atlantic Family Wealth, LLC
Atlantic Family Wealth, LLC is a financial advisory firm based in Coral Gables, Florida. It currently has approximately $130,300,000 of assets under management and employs about 3 people. Atlantic Family Wealth, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
and a percentage of assets under your management
Office location
6705 S Red Road, Suite 604, Coral Gables, Florida, 33143
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