Raymundo Cobo Avila, financial advisor Houston TX

Raymundo Cobo Avila

CRD Number: 6085233
Current Firm: Gbm Wealth Management, Inc.

Raymundo Cobo Avila (CRD# 6085233) is an Investment Advisor Representative working at Gbm Wealth Management, Inc. in Houston, TX and has over 11 years of experience in the finance industry.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Gbm International, Inc. Houston, TX Jan 2024 - Current < 1
Gbm Wealth Management, Inc. Houston, TX Jun 2022 - Current 1
Gbm Wealth Management, Inc. Houston, TX Jan 2022 - Jun 2022 < 1
Gbm International, Inc. Houston, TX Jun 2012 - Jun 2022 10
Gbm Wealth Management, Inc. Houston, TX Dec 2016 - Jan 2022 5
Portfolio Investments, Inc. Houston, TX Oct 2016 - Jan 2022 5
Gbmsa Holdings, Inc. Houston, TX Oct 2015 - Apr 2019 3
Gbm Wealth Management, Inc. Houston, TX Aug 2016 - Dec 2016 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Apr 2015
Contact Info for Raymundo Cobo Avila
Phone Number: (281) 745-9100
Firm Website: http://www.gbmwealth.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    128
    MILLIONS
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $608,728
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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