Luis Guajardo (CRD# 6853310) is an Investment Advisor Representative working at Cresta Advisors in Laredo, TX and has over 6 years of experience in the finance industry.
CRD# 2693506
Lincoln Financial Securities Corporation
CRD# 6949848
Commonwealth Financial Network
CRD# 6055933
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cresta Advisors LLC | Laredo, TX | Oct 2017 - Current | 6 |
| Cresta Advisors LLC | Laredo, TX | Jun 2017 - Oct 2017 | < 1 |
| University Of Incarnate Word | San Antonio, TX | Aug 2015 - May 2017 | 1 |
| Modern Construction Inc. | Laredo, TX | May 2016 - Aug 2016 | < 1 |
| Learfield Sports | San Antonio, TX | Aug 2014 - May 2015 | < 1 |
| University Of Incarnate Word | San Antonio, TX | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- 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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