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Luis G

Series 66

Laredo, TX

Raymond James Financial

Luis Gonzalez III is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Osaic Institutions, Infinex Investments, Investment Professionals, and Texas Community Bank. He is the managing member of a family investment entity, LG Investments LLC, which manages personal and family assets. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Carlos C

Series 63, Series 66

Laredo, TX

Raymond James Financial

Carlos Chapa is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Texas Community Bank, Osaic Institutions, Inc., and Bank of America, among others. He also serves as Vice President at TCB Investments in Laredo, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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