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Raquel L Padilla

Eight 31 Financial, LLC

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About Raquel L Padilla

Raquel Padilla is an Investment Advisor Representative with Eight 31 Financial, LLC. Raquel has been in the financial services industry since 2007, working with various firms such as Merrill Lynch and Purshe Kaplan Sterling Investments. She holds Series 7, 7TO, SIE and Series 66 licenses, providing clients with a range of financial services. Raquel specializes in portfolio management for individuals and businesses, and also offers consulting services. The firm manages assets of over $350 million for approximately 60 high net worth individuals.

Firm Information

Raquel Padilla is currently registered with Eight 31 Financial, LLC. Eight 31 Financial, LLC is a registered investment adviser located in Midland, Texas. The firm provides portfolio management services for individuals and businesses. They manage approximately $350.54 million in assets for 60 high-net-worth clients. The firm also offers consulting services.
Eight 31 Financial, LLC

3200 MOCKINGBIRD LANE

MIDLAND, TX 79705

$350.54M

Assets Under Management

Not reported

Total Clients

4

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.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

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.

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fixed fees

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

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percentage of assets

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

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Raquel Padilla’s Registration & Firm History

TX

03/15/2024 - Present

Eight 31 Financial, LLC (MIDLAND TX)

TX

09/09/2015 - 07/16/2021

PURSHE KAPLAN STERLING INVESTMENTS (MIDLAND TX)

TX

05/04/2012 - 10/03/2013

PURSHE KAPLAN STERLING INVESTMENTS (MIDLAND TX)

TX

04/10/2007 - 05/08/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDLAND TX)

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Licenses & Designations

BOTH

Issued 12/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raquel L Padilla.
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