Erick Esquivel, financial advisor Laredo TX
90 score

Erick Esquivel

CRD Number: 6013467
Current Firm: Cresta Advisors

Erick Esquivel (CRD# 6013467) is an Investment Advisor Representative working at Cresta Advisors in Laredo, TX and has over 5 years of experience in the finance industry.

Similar Advisors
Oscar Lopez, financial advisor Laredo TX
Oscar O. Lopez
CRD# 1309789
Wells Fargo Advisors, LLC
Similar Advisors
Susano Castillo, financial advisor Laredo TX
Susano Castillo
CRD# 2444606
Lincoln Financial Securities Corporation
Similar Advisors
Carlos De La Garza, financial advisor Laredo TX
Carlos A. De La Garza
CRD# 5720619
Wells Fargo Advisors, LLC
Company Name Location Dates Years
Cresta Advisors Laredo, TX Sep 2015 - Current 2
Jpmorgan Securities LLC Laredo, TX Mar 2013 - Sep 2015 2
Unemployed Laredo, TX Oct 2012 - Feb 2013 < 1
Edward Jones St Louis, MO Jan 2012 - Sep 2012 < 1
American National Laredo, TX Jan 2011 - Jan 2012 1
Unemployed Laredo, TX Oct 2010 - Dec 2010 < 1
Retro Footwear, L.c. Laredo, TX Jan 2009 - Oct 2010 1
Tiger Sports Laredo, TX Aug 2007 - Jan 2009 1
Esquivel Fowarding Agency Laredo, TX Jan 2003 - Aug 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Erick Esquivel
Phone Number: 956-267-8130
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.