Paloma Limones (CRD# 7437856) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has 1 year of experience in the finance industry.
CRD# 5715758
Affinity Wealth Management LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Vanguard Group, Inc. | Dallas, TX | Sep 2021 - Current | < 1 |
| Self Employed | Dallas, TX | Mar 2021 - Current | 1 |
| Pl Financial, LLC | Sunnyvale, TX | May 2021 - Sep 2021 | < 1 |
| Jk Financial Of Texas Llc (agency) - National Life Group | Irving, TX | Sep 2019 - Sep 2021 | 2 |
| Communities In Schools | Dallas, TX | Jan 2019 - Jan 2020 | 1 |
| Hillstone Restaurant Group | Dallas, TX | Dec 2016 - Mar 2019 | 2 |
| University Of Texas At Arlington | Arlington, TX | Aug 2016 - May 2018 | 1 |
| Spice In The City | Dallas, TX | Nov 2016 - Dec 2016 | < 1 |
| Feast | San Antonio, TX | Jan 2016 - Jul 2016 | < 1 |
| Little Woodrows | San Antonio, TX | Oct 2015 - Jan 2016 | < 1 |
| Mamacita's Restaurant | San Antonio, TX | Jun 2015 - Sep 2015 | < 1 |
| Pluckers Wing Bar | Dallas, TX | Oct 2014 - May 2015 | < 1 |
| Dr. Wright L. Lassiter Early College | Dallas, TX | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- PA
- TX
-
Total Assets Under Management338,871MILLIONS
-
Total Number of Accounts602,258ACCOUNTS
-
Average Account Value$562,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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