Juan Estrada Hernandez, financial advisor Westlake TX

Juan Estrada Hernandez

CRD Number: 7309325
Current Firm: Charles Schwab & Company, Inc.

Juan Estrada Hernandez (CRD# 7309325) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 2 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Westlake TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
Jerry Boda, financial advisor Westlake TX
Jerry Boda
CRD# 1255317
Osaic Wealth, Inc.
Similar Advisors
Erik Aaker, financial advisor Westlake TX
Erik Aaker
CRD# 2754150
Charles Schwab & Company, Inc.
Company Name Location Dates Years
Charles Schwab & Company, Inc. Westlake, TX Nov 2021 - Current 2
Charles Schwab Bank, Ssb Westlake, TX Nov 2021 - Current 2
Td Ameritrade, Inc. Southlake, TX Nov 2020 - Current 3
Al Sicard Agency North Richland Hills, TX Sep 2020 - Nov 2020 < 1
Doordash Carrollton, TX Jun 2020 - Nov 2020 < 1
Liberty Mutual Insurance Plano, TX Jun 2018 - Aug 2020 2
First Convenience Bank Lewisville, TX Dec 2015 - Jun 2018 2
Chick Fil A Grapevine, TX Aug 2015 - Dec 2015 < 1
Mooyah Burgers Fries Shakes Coppell, TX Sep 2014 - Aug 2015 < 1
Subway Coppell, TN Jan 2014 - Sep 2014 < 1
Student Coppell, TX Dec 2011 - Jan 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2021
S66 NASAA Uniform Combined State Law Examination Mar 2022
Contact Info for Juan D. Estrada Hernandez
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.