Luis Razo (CRD# 7827178) is an Investment Advisor Representative working at Guiding Wealth Management, LLC in Richardson, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guiding Wealth LLC | Richardson, TX | Oct 2023 - Current | < 1 |
| Unemployed | Riverside, CA | Feb 2021 - Oct 2023 | 2 |
| Avant Enterprises | Ontario, CA | May 2017 - Feb 2021 | 3 |
| Avant Enterprises | Riverside, CA | Mar 2017 - May 2017 | < 1 |
| Unemployed | Riverside, CA | Sep 2016 - Mar 2017 | < 1 |
| Jenson Usa Bicycles | Riverside, CA | Apr 2007 - Sep 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- CA
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$269,331
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NV, PA, RI, TX
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