Sebastian Agudeloisaza (CRD# 6565033) is an Investment Advisor Representative working at Advue Capital in Houston, TX and has over 7 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Gerald Jones Cpa | Houston, TX | May 2024 - Current | < 1 |
Advue Capital LLC | Houston, TX | Dec 2018 - Current | 5 |
Advue Consulting LLC | Houston, TX | Jul 2017 - Current | 6 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston, TX | Sep 2015 - Jun 2018 | 2 |
University Of Houston | Houston, TX | Aug 2011 - May 2016 | 4 |
Capital One Financial Corporation | Houston, TX | Jun 2015 - Aug 2015 | < 1 |
Jp Morgan Chase & Company | Houston, TX | Jul 2014 - May 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.