Juan Carlos Salazar

Employer firm

Fiducia Wealth Management CRD 309571

$25.1M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → 06/2020
  Lpl Financial Llc
  Arcadia, CA
• 08/2010 → Present
  Fiducia Insurance And Financial Services
  Pasadena, CA
• 06/2020 → Present
  Fiducia Wealth Management
  Pasadena, CA

Previous Registrations

• 2010-09-28 → 2020-08-05
  Lpl Financial Llc
  Arcadia, CA
  Los Angeles, CA
  Pasadena, CA
• 2010-09-02 → 2010-09-09
  Spc
  Arcadia, CA
• 2007-01-05 → 2010-09-07
  Woodbury Financial Services, Inc.
  Arcadia, CA
  Culver City, CA
  Corona, CA
  El Segundo, CA

Other Businesses

(1) 06/26/2015: FIDUCIA FINANCIAL & INSURANCE SERVICES, INC - INV REL - 139 S. Los Robles Ave Unit 101 Pasadena, CA 91101 - INSURANCE AGENCY - START 08/2010 - 10 HR/MO NONE DURING SECS TRDG HRS - OWNER. INS TYPES: LIFE, HEALTH, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, PROPERTY & CASUALTIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-17
• S63 Uniform Securities Agent State Law Examination
  2004-12-01