Gilbert CortezCRD 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 9 years of experience in the finance industry.
Lauterbach Financial Advisors, LLC
Wells Fargo Advisors, LLC
First Allied Advisory Services, Inc.
|Investors Capital Corporation||Lynnfield, MA||Feb 2011 - Current||6|
|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|
Total Assets Under Management1,571MILLIONS
Total Number of Accounts7,960ACCOUNTS
Average Account Value$197,401
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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