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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Alvarez Dominguez is a registered Investment Advisor Representative with Westwood Wealth Management. Karla has been in the industry since 2011. Karla has a Series 65 license. Karla specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Karla is based in Dallas, TX and has a branch office in Houston, TX. Westwood Wealth Management is a registered investment advisor with offices in Dallas, TX and Houston, TX.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Robo advisory platform
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/26/2024 - Present
Westwood Wealth Management (Houston TX)
IA
Issued 06/26/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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