Isabella Ramon (CRD# 7128349) is an Investment Advisor Representative working at Axia Wealth 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 |
---|---|---|---|
Axia Wealth Management | Bend, OR | Dec 2021 - Current | 2 |
Transition To New Job | Houston, TX | Nov 2021 - Nov 2021 | < 1 |
Worth Winning, LLC | Houston, TX | Sep 2020 - Oct 2021 | 1 |
Gap Period | Houston, TX | Jan 2020 - Aug 2020 | < 1 |
Full Time Education | Houston, TX | Jan 2012 - Dec 2019 | 7 |
Vanguard | Scottsdale, AZ | May 2019 - Aug 2019 | < 1 |
Hillstone Restaurant Group | Houston, TX | May 2017 - Jan 2018 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- AZ
- CA
- OR
- TX
- WA
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts408ACCOUNTS
-
Average Account Value$210,681
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, OR, TX, WA
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