Ismael Delgado (CRD# 7141973) is an Investment Advisor Representative working at Cresta Advisors in Laredo, TX and has over 4 years of experience in the finance industry.
CRD# 2693506
Lincoln Financial Securities Corporation
CRD# 6949848
Commonwealth Financial Network
CRD# 5100372
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cresta Advisors | Laredo, TX | Sep 2022 - Current | 1 |
| Serv Pro Of Laredo | Laredo, TX | Feb 2022 - Sep 2022 | < 1 |
| New York Life Insurance Co | San Antonio, TX | Dec 2020 - Jan 2022 | 1 |
| United Independent School District | Laredo, TX | Nov 2015 - Aug 2021 | 5 |
| Pfs Investments Inc. | Laredo, TX | Jun 2019 - Nov 2020 | 1 |
| Primerica Finanical Services | Laredo, TX | Jun 2006 - Nov 2020 | 14 |
| Lamar Advertising | Laredo, TX | May 2015 - Nov 2015 | < 1 |
| Farmers Insurance Group | San Antonio, TX | Nov 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2019 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- TX
-
Total Assets Under Management418MILLIONS
-
Total Number of Accounts531ACCOUNTS
-
Average Account Value$787,266
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Other
TX
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