Miguel Gomez-GarciaCRD Number: 5451641
Current Firm: Lauterbach Financial Advisors, LLC
Miguel Gomez-Garcia (CRD# 5451641) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 8 years of experience in the finance industry. Miguel Gomez-Garcia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lauterbach Financial Advisors, LLC
Wells Fargo Advisors, LLC
First Allied Advisory Services, Inc.
|Lauterbach Financial Advisors, LLC||El Paso, TX||Sep 2009 - Current||7|
|Petographer||El Paso, TX||Jul 2009 - Oct 2009||< 1|
|Investor Capital Corp||Lynnfield, MA||Nov 2007 - Sep 2009||1|
|Brokerage Insurance Agency||El Paso, TX||Nov 2006 - Aug 2009||2|
|Self Employed||Queretaro,||Jul 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management246MILLIONS
Total Number of Accounts667ACCOUNTS
Average Account Value$369,423
- A percentage of assets under your management
- Hourly charges
- 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)
AZ, CA, LA, NM, TX, WA
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