Gina Espinoza, financial advisor San Antonio TX

Gina Espinoza

CRD Number: 3132879
Current Firm: Lpl Financial LLC

Gina Espinoza (CRD# 3132879) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 25 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial LLC San Antonio, TX May 2023 - Current < 1
Victory Capital Management Inc. San Antonio, TX Jan 2020 - May 2023 3
Victory Capital Advisers, Inc. San Antonio, TX Jan 2020 - May 2023 3
Fidelity National Information Services Inc. San Antonio, TX Jul 2019 - Dec 2019 < 1
Usaa Investment Management Company San Antonio, TX Jan 2018 - Jun 2019 1
Usaa Financial Planning Services San Antonio, TX Oct 2016 - Jun 2019 2
Usaa Financial Advisors, Inc. San Antonio, TX Sep 2007 - Jun 2019 11
Usaa Life Insurance Company San Antonio, TX Sep 2007 - Oct 2016 9
Usaa Investment Management Company San Antonio, TX Sep 1998 - Oct 2016 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Feb 2004
Contact Info for Gina R. Espinoza
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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