linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Omar Lorenzo Yaques

Gill Capital Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Omar? Claim Your Profile

About Omar Lorenzo Yaques

Omar Lorenzo Yaques is a financial advisor with over 20 years of experience in the industry. Omar is registered with Gill Capital Partners, LLC, a firm based in Denver, Colorado. Omar holds the Series 7 and Series 63 licenses and the SIE exam. Prior to joining Gill Capital Partners, LLC, Omar worked for TRUSTMONT FINANCIAL GROUP, INC. and SHAY FINANCIAL SERVICES, INC. Omar is licensed in California, Florida, New York and Ohio.

Firm Information

Omar Yaques is currently registered with Gill Capital Partners, LLC. Gill Capital Partners, LLC is a Denver, Colorado-based Limited Liability Company formed in 2017 that provides investment advisory services to individuals, businesses, charitable organizations, pension plans, and other pooled investment vehicles. The firm manages over $717 million in assets and is registered with the SEC and in ten states.
Gill Capital Partners, LLC

600 S. CHERRY ST.

DENVER, CO 80246-1710

$717.90M

Assets Under Management

8

Total Clients

19

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Omar Yaques’s Registration & Firm History

FL

06/30/2011 - Present

Gill Capital Partners, LLC (CORAL GABLES FL)

PA

01/30/2006 - 06/22/2011

TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)

FL

09/22/2000 - 01/31/2006

SHAY FINANCIAL SERVICES, INC. (MIAMI FL)

Not sure if Omar Lorenzo Yaques is right for you?

Licenses & Designations

BC

Issued 06/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Omar Lorenzo Yaques.
Not sure if Omar Lorenzo Yaques is right for you?