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Details

General Info

Victor is the owner and office manager for the El Paso, TX office. He is responsible for the daily operations of the firm as well as managing the firm's assets under management. Victor has secured several professional designations and registrations including: FINRA Securities Series 7, 65, 63 and 24 as well as an Investment Advisor Representative held through LPL Financial and a Group 1 Life & Health Insurance License. (Victors CRD # 2686729)/ (TX Insurance License # 904319).He received a Bachelor of Business Administration from the University of Texas at El Paso; Major in Finance and Marketing. Since obtaining his degree, the sole focus and area of practice has been in the financial services industry for over 20 years.Victor was born and raised in El Paso, so the El Paso community is near and dear to him. He's married to Mary Grace and has four children: Valerie, Victoria, Alejandro and Daniel.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 915-320-3747

Address:
201 E Main Dr Ste 1615 El Paso, TX 79901
Email:

Categories
Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Mutual Funds
Services / Products
Comprehensive Financial Planning, Retirement Planning, Investment Advice, Estate Planning and Insurance Services. Mutual Funds, ETF's, stocks & bonds, annuities, life insurance. Both fee-based and commission based.
Brands
Estate
Location
Downtown in the One San Jacinto Plaza, 16th Floor. Valet & Self-Park garage available.
Neighborhood
Downtown El Paso
Amenities
No cost initial consultation.
Languages
English, Spanish
Accreditation

Member FINRA/ SIPC

Other Information

Certifications: Certified Financial Planner, Member FINRA/ SIPC

Data provided by one or more of the following: Thryv, Data Axle, Yext.