Abraham Barrera, financial advisor Houston TX

Abraham Barrera

CRD Number: 5734800
Current Firm: Wealth Enhancement Advisory Services, LLC

Abraham Barrera (CRD# 5734800) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Houston, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Houston, TX Oct 2020 - Current < 1
Wealth Enhancement Group Plymouth, MN Oct 2020 - Current < 1
Wealth Enhancement Brokerage Services Plymouth, MN Oct 2020 - Current < 1
Wealth Enhancement Advisory Services Plymouth, MN Oct 2020 - Current < 1
Bbva Wealth Solutions Inc. Houston, TX Jul 2014 - Oct 2020 6
Bbva Securities Inc. Houston, TX May 2013 - Oct 2020 7
Bbva Compass Insurance Agency, Inc. Austin, TX Jan 2011 - Oct 2020 9
Compass Bank Birmingham, AL Oct 2010 - Oct 2020 10
Bbva Compass Investment Solutions, Inc. Mcallen, TX Nov 2010 - May 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2009
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Abraham Barrera
Phone Number: 763-417-1700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    24,264
    MILLIONS
  • Total Number of Accounts
    65,029
    ACCOUNTS
  • Average Account Value
    $373,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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