Mauricio Sanchez (CRD# 6265685) is an Investment Advisor Representative working at Martin Capital Advisors, LLP in San Antonio, TX and has over 9 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 |
|---|---|---|---|
| Martin Capital Advisors, LLP | San Antonio, TX | Jan 2019 - Current | 5 |
| Gurupresario | San Antonio, TX | Jan 2015 - Current | 9 |
| Jpmorgan Securities LLC | San Antonio, TX | Mar 2017 - May 2018 | 1 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Apr 2016 - Mar 2017 | < 1 |
| Bbva Weath Solutions Inc. | San Antonio, TX | Nov 2015 - Mar 2017 | 1 |
| Bbva Securities Inc. | Austin, TX | Oct 2015 - Mar 2017 | 1 |
| Compass Bank | San Antonio, TX | Aug 2015 - Mar 2017 | 1 |
| Sanch Mgt | San Antonio, TX | May 2016 - Dec 2016 | < 1 |
| Sigma Financial Corp. | San Antonio, TX | Jan 2015 - Aug 2015 | < 1 |
| Spc | San Antonio, TX | Jan 2015 - Aug 2015 | < 1 |
| Per Stirling Capital Management | Austin, TX | Sep 2014 - Dec 2014 | < 1 |
| Unemployed | San Antonio, TX | Aug 2014 - Sep 2014 | < 1 |
| Unemployed | Brooklyn, NY | Jul 2014 - Aug 2014 | < 1 |
| Global Arena Capital | Manhattan, NY | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
| S63 | Uniform Securities State Law Examination | Jun 2014 |
- TX
-
Total Assets Under Management125MILLIONS
-
Total Number of Accounts80ACCOUNTS
-
Average Account Value$1,562,393
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX, VA
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