Unclaimed
Dion Padilla is a financial advisor with Blackridge Asset Management, LLC. Dion has been a registered representative for over 16 years. Dion specializes in providing financial planning, portfolio management and educational seminars for individuals and businesses. Dion previously worked for Next Financial Group, Inc. in San Antonio, Texas, Securities America, Inc. in La Vista, Nebraska, UBS Financial Services Inc. in Weehawken, New Jersey, VALIC Financial Advisors, Inc. in Houston, Texas, and Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, New York.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
05/10/2017 - Present
Blackridge Asset Management, LLC (San Antonio TX)
TX
02/24/2006 - 02/27/2017
NEXT FINANCIAL GROUP, INC. (SAN ANTONIO TX)
NE
10/24/2003 - 03/01/2006
SECURITIES AMERICA, INC. (LAVISTA NE)
NJ
12/03/2002 - 08/25/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
08/28/2002 - 03/20/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NY
08/20/2001 - 03/13/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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