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Salvador Daniel Sanchez

View Capital RIA, LP

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About Salvador Daniel Sanchez

Salvador Daniel Sanchez is a registered Investment Advisor Representative with View Capital RIA, LP based in Dallas, TX. Salvador has been working in the financial industry since 2011. Salvador Daniel Sanchez has passed the Series 63, Series 65, Series 7, and SIE exams. Salvador also serves on the board for Cuentas Ok Sapi de CV, a non-investment related business in Mexico City, MX.

Firm Information

Salvador Sanchez is currently registered with View Capital RIA, LP. View Capital RIA, LP is a registered investment advisor based in Dallas, TX. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. View Capital RIA, LP has approximately $1.6 billion in regulatory assets under management.
View Capital RIA, LP

2727 N. HARWOOD STREET

DALLAS, TX 75201

$1.60B

Assets Under Management

Not reported

Total Clients

9

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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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Salvador Sanchez’s Registration & Firm History

TX

10/13/2014 - Present

View Capital RIA, LP (DALLAS TX)

TX

08/08/2011 - 06/11/2018

VCA SECURITIES, LP (DALLAS TX)

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Licenses & Designations

IA

Issued 10/13/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Salvador Daniel Sanchez.
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