Ruth Hernandez (CRD# 6466010) is an Investment Advisor Representative working at Lpl Financial LLC in El Paso, TX and has over 7 years of experience in the finance industry.
CRD# 4138711
Securities America Advisors, Inc.
CRD# 5019215
Lpl Financial LLC
CRD# 6399903
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Phoenix, AZ | Aug 2021 - Current | 2 |
| Commonwealth Financial Network | San Diego, CA | Jan 2020 - Jul 2021 | 1 |
| Summit Wealth Group | Scottsdale, AZ | Jan 2020 - Jul 2021 | 1 |
| Lpl Financial LLC | West Covina, CA | Nov 2017 - Dec 2019 | 2 |
| Trilogy Capital, Inc. | West Covina, CA | Dec 2016 - Dec 2019 | 3 |
| Trilogy Financial | West Covina, CA | Mar 2015 - Dec 2019 | 4 |
| National Planning Corporation | West Covina, CA | Feb 2016 - Nov 2017 | 1 |
| Cardenas & Company, Inc. | El Paso, TX | Mar 2011 - Dec 2014 | 3 |
| American Mining And Minerals, Inc. | El Paso, TX | Sep 2014 - Sep 2014 | < 1 |
| Global Uniform Solutions | El Paso, TX | Apr 2014 - Jun 2014 | < 1 |
| Avance | El Paso, TX | Dec 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
| S63 | Uniform Securities State Law Examination | Jul 2016 |
- CA
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
About Wealthminder
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 derived from SEC.gov data covering 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.
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.