Gina Aldaz, financial advisor Richardson TX

Gina Aldaz

CRD Number: 6569932
Current Firm: Generational Wealth Advisors

Gina Aldaz (CRD# 6569932) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Generational Wealth Advisors Richardson, TX Mar 2021 - Current 3
Generational Wealth Advisors Richardson, TX Mar 2021 - Current 3
Neteffect Marketing Frisco, TX Sep 2018 - Feb 2021 2
Talis Advisors Plano, TX Apr 2014 - Sep 2018 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for Gina P. Aldaz
Phone Number: 972-378-1795
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    366
    MILLIONS
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $648,854
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, IL, LA, MI, NC, NY, TX

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