Paloma Limones, financial advisor Malvern PA

Paloma Limones

CRD Number: 7437856
Current Firm: Vanguard Advisers, Inc.

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.

Similar Advisors
Peter Gaertner, financial advisor Malvern PA
Peter F. Gaertner
CRD# 5715758
Affinity Wealth Management LLC
Similar Advisors
Mark Abbonizio, financial advisor Malvern PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Similar Advisors
Brandon Abe, financial advisor Malvern PA
Brandon J. Abe
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
Contact Info for Paloma I. Limones
Phone Number: 610-669-1000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    338,871
    MILLIONS
  • Total Number of Accounts
    602,258
    ACCOUNTS
  • Average Account Value
    $562,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.