Raul Blanco (CRD# 3084038) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plano, TX and has over 25 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Plano, TX | Jun 2021 - Current | 2 |
Bbva Wealth Solutions Inc. | Plano, TX | Aug 2020 - May 2021 | < 1 |
Bbva Usa | Birmingham, AL | Jul 2020 - May 2021 | < 1 |
Bbva Securities Inc. | Plano, TX | Jul 2020 - May 2021 | < 1 |
Bbva Insurance Agency | Austin, TX | Jul 2020 - May 2021 | < 1 |
Anmx Group LLC | Dallas, TX | Aug 2018 - Aug 2020 | 2 |
Usaa Investment Management Company | San Antonio, TX | Jan 2018 - Jun 2020 | 2 |
Usaa Financial Advisor Inc. | Addison, TX | May 2016 - Jun 2020 | 4 |
Usaa Financial Planning Services | Addison, TX | May 2016 - Jun 2020 | 4 |
Silver River Llc Dba Gidget | Dallas, TX | Aug 2018 - Aug 2018 | < 1 |
Eagle Strategies LLC | Dallas, TX | Feb 2016 - May 2016 | < 1 |
New York Life Insurance Co | Dallas, TX | Dec 2015 - May 2016 | < 1 |
Nylife Securities LLC | Dalls, TX | Dec 2015 - May 2016 | < 1 |
E*trade Securities LLC | Dallas, TX | Nov 2014 - Dec 2015 | 1 |
B Of A Distributors, Inc. | Charlotte, NC | Aug 2010 - Oct 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1998 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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