Roberto Escobar (CRD# 4160374) is an Investment Advisor Representative working at Pnc Investments in Mcallen, TX and has over 23 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Edinburg, TX | Aug 2021 - Current | 2 |
| Bbva Securities Inc. | Mcallen, TX | May 2013 - Aug 2021 | 8 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Dec 2010 - Aug 2021 | 10 |
| Bbva Wealth Solutions Inc. | Mcallen, TX | Nov 2010 - Aug 2021 | 10 |
| Compass Bank | Birmingham, AL | Nov 2010 - Aug 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2003 |
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- TX
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Total Assets Under Management23,896MILLIONS
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Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
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