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David A
Series 63, Series 65
El Paso, TX
OSAIC
David Adams is a financial advisor with OSAIC in El Paso, TX, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Securities America Advisors and LPL Financial. Adams also provides insurance products to his clients alongside his advisory services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm utilizes a range of portfolio construction tools and supports various investment account types with discretionary and non-discretionary management options.
Alfonso H
Series 63, Series 66
El Paso, TX
OSAIC
Alfonso Holguin is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, Edward Jones, Wells Fargo Investments, and Charles Schwab. Holguin also provides insurance services as a General Lines Agent in Texas. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services using a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.
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