Daniel Robles, financial advisor Lubbock TX

Daniel Robles

CRD Number: 5487393
Current Firm: Vision Wealth Advisors LLC

Daniel Robles (CRD# 5487393) is an Investment Advisor Representative working at Vision Wealth Advisors LLC in Lubbock, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Vision Wealth Advisors LLC Lubbock, TX Jul 2011 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Daniel Robles
Phone Number: 806-553-2800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $63,441
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

TX

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