Jose Longoria, financial advisor Mcallen TX

Jose Longoria

CRD Number: 2624333
Current Firm: Dynamic Wealth Advisors

Jose Longoria (CRD# 2624333) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Mcallen, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Dynamic Wealth Advisors Scottsdale, AZ Mar 2018 - Current 6
Oxford Asset Management, LLC Mcallen, TX Nov 2006 - Mar 2018 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S65 NASAA Investment Advisors Law Examination Sep 2006
Disclosure Information

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
Contact Info for Jose G. Longoria
Phone Number: (877) 257-3840
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,829
    MILLIONS
  • Total Number of Accounts
    14,988
    ACCOUNTS
  • Average Account Value
    $322,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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