Eunice Flores, financial advisor Mcallen TX
93 score

Eunice Flores

CRD Number: 5481336
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Eunice Flores (CRD# 5481336) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mcallen, TX and has over 8 years of experience in the finance industry.

Similar Advisors
Ruth Evans, financial advisor Mcallen TX
Ruth A. Evans
CRD# 2844182
Evans Financial Planning, Inc.
Score
96
Similar Advisors
James Garcia, financial advisor Mcallen TX
James S. Garcia
CRD# 2629687
Securities America Advisors, Inc.
Score
96
Similar Advisors
Albert Lopez, financial advisor Mcallen TX
Albert L. Lopez
CRD# 3047497
Lpl Financial LLC
Score
96
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner ,smith Inc. Mcallen, TX Mar 2011 - Current 5
Ann Taylor Mcallen, TX Dec 2009 - Mar 2011 1
Unemployment Mcallen, TX Dec 2010 - Feb 2011 < 1
Jason Flores Mission, TX Dec 2010 - Dec 2010 < 1
Jp Morgan Chase Mcallen, TX Jan 2008 - Nov 2010 2
Jp Morgan Chase Mcallen, TX Nov 2005 - Jan 2008 2
Jp Morgan Chase Mcallen, TX Jan 2007 - Dec 2007 < 1
Jpmorgan Chase Mcallen, TX Nov 2005 - Nov 2007 2
Jp Morgan Chase Mcallen, TX Nov 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Eunice E. Flores
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Eunice Flores and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.