Eriberto Elizondo (CRD# 3275878) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in The Woodlands, TX and has over 24 years of experience in the finance industry.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Marathon Wealth Management | The Woodlands, TX | Nov 2023 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | May 2016 - Current | 8 |
Cetera Financial Specialists LLC | Schaumburg, IL | Jul 1999 - Current | 24 |
Elizondo & Elizondo, Cpa's | Laredo, TX | Nov 1993 - Current | 30 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1999 |
S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Selection of other advisers (including private fund managers)
- 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, VI, VT, WA, WI, WV, WY
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