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Samuel Escobar

Lagos Wealth Advisors

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About Samuel Escobar

Samuel Escobar is an investment advisor representative at Lagos Wealth Advisors. Samuel has been in the industry since 2003. Samuel is registered with FINRA and the state of California. Lagos Wealth Advisors is an investment advisory firm located in Diamond Bar, CA. The firm provides investment advice and financial planning services to individuals, high net worth individuals, corporations, and pension and profit-sharing plans. The firm also provides selection of other advisors services and portfolio management for individuals.

Firm Information

Samuel Escobar is currently registered with Lagos Wealth Advisors. Lagos Wealth Advisors is a financial advisory firm with a focus on portfolio management for individuals and pensions. With over $45 million in regulatory assets under management, they specialize in serving high-net-worth individuals, pension and profit-sharing plans, and other individuals. The firm also offers selection of other advisors as part of their services.

$45.75M

Assets Under Management

131

Total Clients

3

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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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 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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percentage of assets

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

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Samuel Escobar’s Registration & Firm History

CA

01/13/2004 - Present

Lagos Wealth Advisors (DIAMOND BAR CA)

CA

10/23/2013 - 04/18/2022

TRIAD ADVISORS LLC (DIAMOND BAR CA)

CA

11/20/2012 - 10/07/2013

J.W. COLE FINANCIAL, INC. (DIAMOND BAR CA)

CA

05/04/2004 - 11/19/2012

CENTAURUS FINANCIAL, INC. (DIAMOND BAR CA)

AZ

01/09/2004 - 05/05/2004

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)

NY

02/17/2003 - 12/02/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/07/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Escobar.
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