Rosa Ybarra (CRD# 6156422) is an Investment Advisor Representative working at Endurance Financial Planning, LLC in Mcallen, TX and has over 11 years of experience in the finance industry. Rosa Ybarra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rosewood Financial Consulting LLC | Mcallen, TX | Nov 2019 - Current | 4 |
| Endurance Financial Planning, LLC | Mcallen, TX | Oct 2019 - Current | 4 |
| Interactive Tax Planning LLC | Mcallen, TX | Oct 2019 - Current | 4 |
| Hidalgo County Appraisal District | Edinburg, TX | Jan 2019 - Jan 2023 | 4 |
| Pendergrass, Johnson & Smith Services | Dallas, TX | Jan 2018 - May 2020 | 2 |
| Tranquility Financial Planning, LLC | Mcallen, TX | May 2016 - Oct 2019 | 3 |
| Imperium Wealth Management LLC | San Antonio, TX | Feb 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- CA
- TX
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts971ACCOUNTS
-
Average Account Value$52,485
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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