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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Bowden Gomez is a financial advisor in the state of Texas. Susan has been in the industry since 1986, and currently works with Luther King Capital Management Corp. and Konnect Health AND Wealth. Susan specializes in providing investment consulting services, non-discretionary investment advice, and financial planning services. Susan has a broad range of experience, and is licensed to provide investment advisory services to individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Investment consulting services/non-discretionary investment advice
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.
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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2
TX
09/08/2023 - Present
Luther King Capital Management Corp. (San Antonio TX)
TX
07/28/2008 - 03/05/2013
SIGNAL SECURITIES, INC. (SAN ANTONIO TX)
TX
05/07/1986 - 07/30/2008
FIRST INVESTORS CORPORATION (SAN ANTONIO TX)
BC
Issued 05/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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