Invested Better
Advisors in El Paso, Texas
361 Results
Unclaimed

LPL Financial LLC

location

EL PASO, TX

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Abraham Marquez is a financial advisor with over 10 years of experience in the industry. Abraham is currently registered with LPL Financial LLC in both Texas and New Mexico. Abraham has previously been registered with CUNA Brokerage Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, VALIC Financial Advisors, Inc., and Wells Fargo Clearing Services, LLC. Abraham has passed the Series 6, 7, 63, and 65 exams, as well as the Securities Industry Essentials Examination. Abraham specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. Abraham is also experienced in providing financial planning, portfolio management, and consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Edward Jones | CFP ® (Certifications)

location

EL PASO, TX

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Abraham Arroyos is a financial advisor who has been in the industry since 2019. Abraham is currently registered with Edward Jones and is licensed in 12 states including Texas, Arizona, California, Colorado, Kentucky, Louisiana, Maryland, Massachusetts, New Mexico, North Carolina, and Virginia. Abraham holds Series 66, Series 7TO and SIE licenses. Abraham holds the designation of Certified Financial Planner. Abraham has experience working with individuals, corporations, high net worth individuals, pension and profit sharing plans, charitable organizations, investment clubs, and partnerships.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

EL PASO, TX

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Adrian Avelar is a registered representative with Wells Fargo Clearing Services, LLC, specializing in investment and financial planning services. Adrian has a strong background in the financial industry, holding licenses in both Investment Advisor and Broker-Dealer activities. Adrian is dedicated to providing tailored financial solutions to help clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Commonwealth Financial Network

location

El Paso, TX

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Adrian Fernando Dodds is a financial advisor with Commonwealth Financial Network. Adrian has been in the financial services industry since 2006. Adrian has passed the Series 63, 65, 7 and SIE exams. Adrian also holds licenses in 31 states including Texas, where Adrian is registered as both a broker and investment advisor. Adrian has previously worked at Raymond James & Associates, VOYA FINANCIAL ADVISORS, INC., MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

El Paso, TX

0 Disclosures

ADVISOR BIO

Adrian Urias is a financial professional with over 15 years of experience in the financial services industry. Adrian is currently registered with Cambridge Investment Research Advisors, Inc. as an Investment Advisor Representative. Adrian holds licenses including Series 6, 7, 63 and 65. Adrian has previously worked with Cambridge Investment Research, Inc. and MML Investors Services, LLC. Adrian is a licensed agent in the state of Texas. Adrian specializes in a number of areas including retirement planning, college savings, and investment management. Adrian can help clients with a wide range of financial needs, including retirement planning, college savings, investment management, and insurance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

J.p. Morgan Securities LLC

location

EL PASO, TX

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Adrian Jerome Loweree is a financial advisor with over 17 years of experience in the industry. Adrian currently holds a Series 6, Series 63, and SIE license. Adrian is registered with J.p. Morgan Securities LLC and has been with the firm since 2012. Prior to joining J.p. Morgan Securities LLC, Adrian was with CHASE INVESTMENT SERVICES CORP. from 2006 to 2012. Adrian specializes in providing financial planning and investment advice to individuals, businesses, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and labor unions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Charles Schwab & CO., Inc.

location

El Paso, TX

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Agustin Goytia is a financial advisor with Charles Schwab & Co., Inc., located in El Paso, TX. Agustin has over 10 years of experience in the financial services industry. Previously, Agustin has worked at SCOTTTRADE, INC., and OPTIONSXPRESS, INC. Agustin holds Series 7 and Series 63 licenses. Agustin provides financial planning and investment advisory services to individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Charles Schwab & CO., Inc.

location

El Paso, TX

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Agustin Antonio Santini is a financial professional with over 4 years of experience in the industry. Agustin is currently registered with Charles Schwab & CO., Inc. and holds Series 7TO, Series 9, and Series 63 licenses. Agustin also holds the Securities Industry Essentials (SIE) exam. Agustin is based in El Paso, TX.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Cetera Investment Advisers LLC

location

EL PASO, TX

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alan Ernest Simpson is a registered investment advisor representative with Cetera Investment Advisers LLC in El Paso, Texas. Alan has been in the financial services industry since 2010. Prior to joining Cetera Investment Advisers LLC, Alan worked for Great Nation Investment Corporation and United Equity Securities, LLC. Alan holds the Series 6, Series 63, and Series 65 licenses. Alan also holds the SIE exam certification. Alan is a member of the El Paso Catholic Diocese and the El Paso Restaurant Association. Alan is a registered investment advisor representative in New Mexico and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Charles Schwab & CO., Inc.

location

El Paso, TX

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Albert Hurtado is a financial advisor with Charles Schwab & CO., Inc. Albert has been in the industry since September 16, 2020. Albert is registered with the state of Texas. Albert holds Series 63, Series 7, Series 9, Series 10, and SIE licenses. Albert is located at 1945 Northwestern Drive in El Paso, TX.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

Need help matching

with the right advisor?