Abraham Marquez, financial advisor Mcallen TX

Abraham Marquez

CRD Number: 5716997
Current Firm: Cetera Investment Advisers LLC

Abraham Marquez (CRD# 5716997) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mcallen, TX and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Mcallen, TX Jul 2019 - Current 4
Cetera Investment Services LLC St. Cloud, MN Jul 2019 - Current 4
G & M Truck Center Houston, TX Jun 2014 - Current 9
Compass Bank Birmingham, AL Oct 2016 - Jul 2019 2
Bbva Compass Insurance Agency, Inc. Austin, TX Oct 2016 - Jul 2019 2
Bbva Securities Inc. Harlingen, TX Oct 2016 - Jul 2019 2
Bbva Wealth Solutions Inc. Harlingen, TX Oct 2016 - Jul 2019 2
Bbtis Houston, TX Jan 2016 - Oct 2016 < 1
Lpl Financial, LLC Houston, TX Sep 2014 - Dec 2015 1
Bbva Wealth Solutions Inc. Houston, TX Apr 2014 - Sep 2014 < 1
Bbva Securities Inc. Houston, TX May 2013 - Sep 2014 1
Compass Bank Houston, TX Mar 2006 - Sep 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Abraham E. Marquez
Phone Number: 888-528-2987
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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, WY

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