![Omar Almaraz, financial advisor San Diego CA](/img/ws/profile-blank-sq.png)
Omar Almaraz (CRD# 7727345) is an Investment Advisor Representative working at Rowling & Associates LLC in San Diego, CA and has 1 year of experience in the finance industry. Omar Almaraz 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# 5621865
Lpl Financial LLC
![Kenneth Abady, financial advisor San Diego CA](/img/ws/profile-blank-sq.png)
CRD# 1563615
Ubs Financial Services Inc.
![Weldon Abell, financial advisor San Diego CA](/img/ws/profile-blank-sq.png)
CRD# 2705314
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Rowling & Associates LLC | San Diego, CA | Apr 2021 - Current | 3 |
Emoney Advisor | San Diego, CA | Apr 2019 - Apr 2021 | 2 |
Torreycove Capital Partners | San Diego, CA | Jun 2018 - Mar 2019 | < 1 |
Bekker's Catering | San Diego, CA | Mar 2016 - Jun 2018 | 2 |
El Indio Mexican Restaurant And Catering | San Diego, CA | Mar 2013 - Jun 2016 | 3 |
- CA
- TX
-
Total Assets Under Management545MILLIONS
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Total Number of Accounts1,238ACCOUNTS
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Average Account Value$440,323
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, NY, OR, TX, WA
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