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Francisco Xavier Maldonado

Global Vantage Wealth Management

Encinitas, CA

CRD 4968030

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Employer firm

Global Vantage Wealth Management CRD 284941

$75.0M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Global Vantage Wealth Management

Encinitas, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Encinitas, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Analytics Partners, Llc San Diego CA 10/2010 Present
Previous Registrations
  • 2011-06-02 → 2017-08-09
    Wealth Analytics Partners, Llc
    San Diego, CA
  • 2008-08-12 → 2011-05-13
    Advanced Wealth Planning
    San Diego, CA
  • 2008-04-14 → 2010-10-12
    First Allied Securities, Inc.
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2006-02-28 → 2008-04-09
    Osaic Fa, Inc.
    La Jolla, CA
  • 2005-10-26 → 2006-04-03
    Ameriprise Financial Services, Llc
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-25
  • S66 Uniform Combined State Law Examination
    2005-10-25
Designations
  • Certified Financial Planner
Other Names
  • Xavier Maldonado Gil

View on SEC IAPD

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