Saul Renteria (CRD# 6403371) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 9 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
CRD# 1492056
Fortune Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Lewisville, TX | Sep 2014 - Current | 9 |
| Tiaa | Lewisville, TX | Sep 2014 - Current | 9 |
| New World International | Irving, TX | Jul 2014 - Sep 2014 | < 1 |
| Full Time Student | Dallas, TX | Jun 2004 - Aug 2014 | 10 |
| Unt Dallas | Dallas, TX | Feb 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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