Paul Figueroa (CRD# 7740086) is an Investment Advisor Representative working at Broadway Wealth Solutions in San Antonio, TX and has 1 year of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Broadway Wealth Solutions, Inc. | San Antonio, TX | May 2022 - Current | 2 |
| Broadway National Bank | San Antonio, TX | Aug 2019 - Apr 2022 | 2 |
| Best Buy | San Antonio, TX | Oct 2017 - Aug 2019 | 1 |
| Diamond Concession | San Antonio, TX | Apr 2016 - Sep 2018 | 2 |
| Student | San Antonio, TX | Sep 2014 - Apr 2016 | 1 |
| Sea World | San Antonio, TX | Jul 2014 - Sep 2014 | < 1 |
| Student | San Antonio, TX | Apr 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- TX
-
Total Assets Under Management251MILLIONS
-
Total Number of Accounts1,103ACCOUNTS
-
Average Account Value$227,357
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
TX
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