Emilio Soto (CRD# 7073741) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Monex Asset Management, Inc. | Houston, TX | Jul 2023 - Current | < 1 |
Monex Securities, Inc. | Houston, TX | May 2023 - Current | 1 |
Monex Securities, Inc. | Houston, TX | Jan 2019 - May 2023 | 4 |
University Of Houston | Houston, TX | Jan 2018 - Aug 2021 | 3 |
24 Hour Fitness | Houston, TX | Aug 2018 - Aug 2018 | < 1 |
True Food Kitchen | The Woodlands, TX | Apr 2018 - Jun 2018 | < 1 |
Valet Direct | The Woodlands, TX | Oct 2017 - Apr 2018 | < 1 |
Lone Star College | The Woodlands, TX | Aug 2016 - Dec 2017 | 1 |
Torchy's Tacos | The Woodlands, TX | Mar 2017 - Oct 2017 | < 1 |
Valet Direct | The Woodlands, TX | Oct 2016 - Apr 2017 | < 1 |
Hollister Company | The Woodlands, TX | Oct 2015 - Nov 2016 | 1 |
The Woodlands High School | The Woodlands, TX | Aug 2012 - May 2016 | 3 |
Texas Youth Soccer | The Woodlands, TX | Jun 2015 - Aug 2015 | < 1 |
Crust Pizza | The Woodlands, TX | Jan 2014 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2023 |
S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- TX
-
Total Assets Under Management201MILLIONS
-
Total Number of Accounts300ACCOUNTS
-
Average Account Value$669,755
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
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