Vision Wealth Advisors LLC

Vision Wealth Advisors LLC (CRD# 158589) is a financial advisory firm headquartered in Lubbock, TX. They manage $11,216,670 in 195 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11912 Slide Rd., Suite B, Lubbock, TX 79424
http://www.visionwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $57,521
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Vision Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Robles, financial advisor Lubbock TX
Daniel Robles
CRD#: 5487393
11912 Slide Rd., Suite B, Lubbock, TX 79424

Daniel Robles (CRD# 5487393) is an Investment Advisor Representative working at Vision Wealth Advisors LLC in Lubbock, TX and has over 16 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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