Vanessa AvilaCRD Number: 5319464
Current Firm: Mcgowan Group Asset Management, Inc.
Vanessa Avila (CRD# 5319464) is an Investment Advisor Representative working at Mcgowan Group Asset Management, Inc. in Dallas, TX and has over 9 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Mcgowan Group Asset Management, Inc.||Dallas, TX||May 2011 - Current||5|
|Axa Advisors, LLC||New York, NY||Apr 2007 - May 2011||4|
|University Of Texas Development Office||Austin, TX||Nov 2005 - May 2007||1|
|University Of Texas At Austin||Austin, TX||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management526MILLIONS
Total Number of Accounts1,734ACCOUNTS
Average Account Value$303,372
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, FL, LA, NM, OK, TX
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.