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Daniel R

Series 66

Lubbock, TX

Vision Wealth Advisors LLC

Daniel Robles is a financial advisor with Vision Wealth Advisors LLC in Lubbock, TX, holding a Series 66 license and 18 years of industry experience. He has been with Vision Wealth Advisors since its founding in 2011. Vision Wealth Advisors provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs both fundamental and technical analysis and utilizes a range of strategies, including long-term investing, active trading, short sales, margin transactions, and options writing.

Options & derivatives strategies
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