Amicus Financial Advisors, LLC

Amicus Financial Advisors, LLC (CRD# 131315) is a financial advisory firm headquartered in Lubbock, TX. They manage $100,040,800 in 636 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    636
    ACCOUNTS
  • Average Account Value
    $157,297
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, NM, TX, UT

Financial Advisors at Amicus Financial Advisors, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Victor H. Garza
CRD#: 4684570
Richardson, TX
96
Wealthminder
score

Victor Garza (CRD# 4684570) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Richardson, TX and has over 6 years of experience in the finance industry. Victor Garza 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.

2
Jesus A. Longoria
CRD#: 4406531
7362 Remcon Circle, El Paso, TX 79912
96
Wealthminder
score

Jesus Longoria (CRD# 4406531) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in El Paso, TX and has over 16 years of experience in the finance industry. Jesus Longoria 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.

3
Gregory B. Maxwell
CRD#: 4888310
280 N. 200 W., Suite 260, Bountiful, UT 84010
96
Wealthminder
score

Gregory Maxwell (CRD# 4888310) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Bountiful, UT and has over 13 years of experience in the finance industry. Gregory Maxwell 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.

4
Larry H. Peterson
CRD#: 5344135
2975 Executive Pkwy, Box 194, Lehi, UT 84043
96
Wealthminder
score

Larry Peterson (CRD# 5344135) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Lehi, UT and has over 10 years of experience in the finance industry. Larry Peterson 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.

5
Redina E. Franklin
CRD#: 2867546
3814 24th Street, Lubbock, TX 79410
93
Wealthminder
score

Redina Franklin (CRD# 2867546) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Lubbock, TX and has over 21 years of experience in the finance industry.

6
Nelson Gonzalez
CRD#: 6013886
Pearland, TX
93
Wealthminder
score

Nelson Gonzalez (CRD# 6013886) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Pearland, TX and has over 6 years of experience in the finance industry.

7
Matthew M. Hayes
CRD#: 4785701
1717 Angel Pkwy, Ste 134, Allen, TX 75002
93
Wealthminder
score

Matthew Hayes (CRD# 4785701) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Allen, TX and has over 13 years of experience in the finance industry.

8
Matthew D. Peck
CRD#: 4474452
3814 24th Street, Lubbock, TX 79410
93
Wealthminder
score

Matthew Peck (CRD# 4474452) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Lubbock, TX and has over 16 years of experience in the finance industry.

9
Cameron D. Bowen
CRD#: 6140206
3814 24th Street, Lubbock, TX 79410
90
Wealthminder
score

Cameron Bowen (CRD# 6140206) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Lubbock, TX and has over 3 years of experience in the finance industry.

10
Kent D. Hansen
CRD#: 6196276
95 W 100 S, Ste. 104, Logan, UT 84321
90
Wealthminder
score

Kent Hansen (CRD# 6196276) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Logan, UT and has over 4 years of experience in the finance industry.

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