Rafael Antonio Villagran
Investment Adviser Representative at Genesia Investments LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rafael Antonio Villagran is an investment adviser representative with Genesia Investments LLC in Greer, SC, where they have been registered since 2024. They have worked in the securities industry since 2010 and have been registered with 6 firms, including Northwest Asset Management and Coldstream Wealth Management. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in South Carolina.
Registrations & licenses
- Investment adviser:
- South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Coldstream Wealth ManagementJun 2016 – Jul 2019Bellevue, WA
- Coldstream Securities IncJun 2016 – Jul 2019Bellevue, WA
- NWAM, LLCJul 2021 – Jan 2024Mercer Island, WA
- Villagran Investments LLCSep 2019 – no end date reportedGreer, SC
- Genesia Investments LLCNov 2023 – no end date reportedGreer, SC
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Genesia Investments LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Subscription fee
- Estimated blended rate
- 0.004
- V-Signal Portfolio (flat rate)0.40%
- Strategic Portfolio Core (Full)0.20%
- Strategic Portfolio Tax Aware (Full)0.30%
- Strategic Portfolio Customized Tax Aware (Full)0.40%
+10 more tiers
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Greer, SC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rafael Antonio Villagran has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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