Oscar FloresCRD Number: 861991
Current Firm: Hilltop Securities Inc.
Oscar Flores (CRD# 861991) is an Investment Advisor Representative working at Hilltop Securities Inc. in San Antonio, TX and has over 23 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Hackett Financial Group, LLC
Wealth Watch Advisors, LLC
|Monex Securities, Inc.||Houston, TX||Apr 2015 - Current||1|
|Monex Asset Management, Inc.||Houston, TX||Apr 2015 - Dec 2015||< 1|
|Southwest Securities Inc.||San Antonio, TX||Jan 2012 - Mar 2015||3|
|Bank Of America, Na||San Antonio, TX||Dec 2009 - Jan 2012||2|
|Merrill Lynch, Pierce, Fenner & Smith||San Antonio, TX||May 2007 - Jan 2012||4|
|Salomon Smith Barney Inc.||San Antonio, TX||May 1998 - May 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S65||NASAA Investment Advisors Law Examination||Feb 1993|
Total Assets Under Management927MILLIONS
Total Number of Accounts3,659ACCOUNTS
Average Account Value$253,402
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.