Endurance Financial Planning, LLC

Endurance Financial Planning, LLC (CRD# 305583) is a financial advisory firm headquartered in Mcallen, TX. They manage $50,962,590 in 971 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2400 N 10th St., Suite B, Mcallen, TX 78501
https://www.facebook.com/houstonfinancialadvisor
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    971
    ACCOUNTS
  • Average Account Value
    $52,485
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Endurance Financial Planning, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Sergio Garcia, financial advisor Mcallen TX
Sergio Garcia
CRD#: 6737683
2400 N 10th St., Suite B, Mcallen, TX 78501

Sergio Garcia (CRD# 6737683) is an Investment Advisor Representative working at Endurance Financial Planning, LLC in Mcallen, TX and has over 7 years of experience in the finance industry.

2
Rosa Ybarra, financial advisor Mcallen TX
Rosa H. Ybarra
CRD#: 6156422
2400 N 10th St., Suite B, Mcallen, TX 78501

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.

3
Jose Cadena, financial advisor Mcallen TX
Jose A. Cadena
CRD#: 7380113
2400 N 10th St., Suite B, Mcallen, TX 78501

Jose Cadena (CRD# 7380113) is an Investment Advisor Representative working at Endurance Financial Planning, LLC in Mcallen, TX and has over 2 years of experience in the finance industry.

4
Timothy Fleming, financial advisor Porter TX
Timothy C. Fleming
CRD#: 7193379
Porter, TX

Timothy Fleming (CRD# 7193379) is an Investment Advisor Representative working at Endurance Financial Planning, LLC in Porter, TX and has over 4 years of experience in the finance industry.

5
Ornan Friesen, financial advisor Mcallen TX
Ornan S. Friesen
CRD#: 7335967
2400 N 10th St., Suite B, Mcallen, TX 78501

Ornan Friesen (CRD# 7335967) is an Investment Advisor Representative working at Endurance Financial Planning, LLC in Mcallen, TX and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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