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Flavio Guillermo Landivar

Evensky & Katz/foldes Wealth Management

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About Flavio Guillermo Landivar

Flavio Guillermo Landivar is a financial advisor with Evensky & Katz/foldes Wealth Management located in Coral Gables, FL. Flavio holds Series 66, SIE and Series 7 licenses. Flavio has been working in the financial services industry since 2014. Flavio is also a Certified Financial Planner. Flavio has previous work experience with Raymond James & Associates, Inc. and Wells Fargo Clearing Services, LLC. Flavio is registered as an Investment Advisor Representative in Florida, New York and Texas.

Firm Information

Flavio Landivar is currently registered with Evensky & Katz/foldes Wealth Management. Evensky & Katz/foldes Wealth Management is a financial advisory firm based in CORAL GABLES, FL. The firm provides financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $2,895,866,943 in regulatory assets under management.
Evensky & Katz/foldes Wealth Management

4000 PONCE DE LEON BOULEVARD

CORAL GABLES, FL 33146

$2.90B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Flavio Landivar’s Registration & Firm History

FL

11/04/2022 - Present

Evensky & Katz/foldes Wealth Management (CORAL GABLES FL)

FL

11/17/2017 - 10/06/2022

RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)

FL

10/13/2014 - 11/21/2017

WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)

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Licenses & Designations

BOTH

Issued 11/23/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Flavio Guillermo Landivar.
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