Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
2 years
Location
Laredo, TX 78041
Primerica Advisors
Institution
Dylan Rivas Martinez is a financial advisor with Primerica Advisors in Laredo, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at PFS Investments Inc. and involvement in several small business ventures. Outside of financial advising, he works as a high school soccer referee. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and approximately $15.5 billion in assets under management.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
Laredo, TX McPherson Rd
6423 McPherson Rd, Ste 12 A
Laredo TX 78041
Advisors at this office
5
Texas
2 years of industry experience
PFS Investments Inc.
2024 - Present • 2 years
Laredo, TX
Tremendo Taco
2022 - 2022 • 1 year
Laredo, TX
Tacos El Chapparro
2021 - 2021 • 1 year
Laredo, TX
Primerica Financial Services
2020 - Present • 6 years
Laredo, TX
Scratch Sandwich Company
2020 - 2023 • 3 years
Laredo, TX
Texas A&M International University
2020 - Present • 6 years
Laredo, TX
Old Navy
2020 - 2020 • 1 year
Laredo, TX
Journey's
2018 - 2019 • 1 year
Laredo, TX
United High School
2016 - 2020 • 4 years
Laredo, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Laredo, TX
KWS Advisory Group, LLC
Vania Magallanes is a financial advisor at KWS Advisory Group, LLC with a Series 65 designation and four years of industry experience. She has been with KWS Financial Group since 2020 and also works with the Laredo Independent School District. KWS Advisory Group provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $18.33 million in assets across 224 clients and employs a mix of fundamental, technical, charting, and cyclical analysis in its portfolio construction.
Series 65
Laredo, TX
Cresta Advisors
Claudette Soto is a financial advisor at Cresta Advisors with a Series 65 designation and two years of industry experience. Prior to joining Cresta Advisors, she worked at Commerce Bank and has held positions in various other industries including education and hospitality. Cresta Advisors is an SEC-registered investment adviser managing approximately $533 million in client assets, serving individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors primarily in Texas, California, and Mexico. The firm employs a combination of fundamental and technical analysis, Modern Portfolio Theory, and targeted asset allocation to construct and monitor portfolios and offers both discretionary and non-discretionary retirement plan services.
Series 66
Laredo, TX
Cresta Advisors
Manuel Garza is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with Deutsch & Garza Ltd dba Cresta Advisors since 2013, where he serves as managing member. Garza is also active as an insurance agent, selling fixed life and annuity products. Additionally, he contributes time as a volunteer at Texas A&M International University’s A.R. Sanchez, Jr. School of Business. Cresta Advisors is an SEC-registered investment adviser managing approximately $533 million in client assets. The firm serves individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors, primarily in Texas, California, and Mexico, using a combination of fundamental and technical analysis alongside Modern Portfolio Theory to build and manage portfolios.
Series 63, Series 66
Laredo, TX
Cresta Advisors
Mark Deutsch is a financial advisor at Cresta Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Deutsch & Garza Ltd dba Cresta Advisors since 2013. Outside of his advisory role, he is a partner and managing member in several mineral and real estate entities. Cresta Advisors is an SEC-registered investment adviser managing approximately $533 million in client assets. The firm serves individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors, primarily in Texas, California, and Mexico, using a combination of fundamental and technical analysis alongside Modern Portfolio Theory to construct and monitor portfolios.
Series 65
Laredo, TX
Cresta Advisors
Jeronimo Martinez is a financial advisor at Cresta Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at the Webb County Treasurer’s Office and International Business Advisors. Cresta Advisors manages approximately $533 million in client assets and serves individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors primarily in Texas, California, and Mexico. The firm employs a combination of fundamental and technical analysis, Modern Portfolio Theory, and targeted asset allocation to construct and monitor portfolios and offers both consulting and discretionary retirement plan management services.
Series 65
Laredo, TX
Cresta Advisors
Diego Lucatero is a financial advisor at Cresta Advisors with a Series 65 designation and two years of industry experience. Prior to his work in finance, he held positions at Texas Roadhouse and Olive Garden. He has been a student since 2014. Cresta Advisors provides portfolio management, financial consulting, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, endowments, non-profits, and plan sponsors. The firm offers both non-discretionary and discretionary fiduciary services, operates a wrap-fee program, and combines fundamental and technical analysis with Modern Portfolio Theory in its investment approach.
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