Brandon Gomez (CRD# 7034801) is an Investment Advisor Representative working at Wela Financial Advisory in San Antonio, TX and has over 5 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brent Forrest & Associates, LLC | San Antonio, TX | Jun 2021 - Current | 2 |
| Brent Forrest & Associates, LLC | San Antonio, TX | Jun 2021 - Current | 2 |
| Citibank | San Antonio, TX | Aug 2020 - Jun 2021 | < 1 |
| Cetera Investment Services LLC | San Antonio, TX | Jun 2019 - Aug 2020 | 1 |
| Foresters Financial Services | San Antonio, TX | Apr 2019 - Jun 2019 | < 1 |
| Foresters Financial Services | San Antonio, TX | Oct 2018 - Apr 2019 | < 1 |
| Bexar Appraisal District | San Antonio, TX | May 2018 - Oct 2018 | < 1 |
| Hulu | San Antonio, TX | Oct 2017 - May 2018 | < 1 |
| Northside Isd | San Antonio, TX | Aug 2016 - Aug 2017 | 1 |
| Somerset Junior High | Von Ormy, TX | Aug 2014 - Aug 2016 | 2 |
| P2 Energy Solutions | San Antonio, TX | Aug 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- TX
-
Total Assets Under Management506MILLIONS
-
Total Number of Accounts1,454ACCOUNTS
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Average Account Value$347,873
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO, TX
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