Gilbert Cortez, financial advisor El Paso TX
93 score

Gilbert Cortez

CRD Number: 5408442
Current Firm: Investors Capital Advisory

Gilbert Cortez (CRD# 5408442) is an Investment Advisor Representative working at Investors Capital Advisory in El Paso, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Investors Capital Corporation Lynnfield, MA Feb 2011 - Current 5
Edward Jones Saint Louisq, MO Aug 2007 - Feb 2011 3
The Logical Solution El Paso, TX Jan 2004 - Aug 2007 3
Volt Redmond, WA Aug 2006 - May 2007 < 1
University Of Texas - El Paso El Paso, TX Jan 2006 - May 2007 1
University Of Texas - El Paso El Paso, TX Aug 2002 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Gilbert A. Cortez
Phone Number: 800-949-1422
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,571
    MILLIONS
  • Total Number of Accounts
    7,960
    ACCOUNTS
  • Average Account Value
    $197,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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