Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Renee Espinoza is a financial advisor with LPL Financial LLC, a national financial services firm. Gina has been in the financial services industry since 1998 and has a diverse background, including experience with USAA Investment Management Company, USAA Financial Planning Services, Fidelity National Information Services Inc. and Victory Capital Management Inc. Gina is licensed in Texas as a Registered Representative and Investment Advisor Representative.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/01/2023 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
01/22/2020 - 05/03/2023
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
TX
09/06/2007 - 07/02/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/20/1998 - 10/20/2016
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 02/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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