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Abraham M

Series 63, Series 65

El Paso, TX

LPL Financial

Abraham Marquez is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Bank of America, Merrill, Valic Financial Advisors, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Erik J

Series 66

El Paso, TX

LPL Financial

Erik Jaime is a financial advisor with LPL Financial in El Paso, TX, holding a Series 66 designation and 17 years of industry experience. His previous roles include positions at CUNA Brokerage Services, Cuna Mutual Group, St Johns Wealth Management, BBVA Compass Investment Solutions, and Wells Fargo Investments. Jaime is also involved with FirstLight Insurance, Retirement & Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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