San Antonio, TX 4630 N Loop 1604 W Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,716 advisors across 10,432 offices
Location
4630 N Loop 1604 W #215
San Antonio TX 78249-1373
Advisors at this office
3
Advisors at this office
Gina E
Series 63, Series 65
San Antonio, TX
LPL Financial
Gina Espinoza is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Victory Capital Management, Fidelity National Information Services, and USAA in various advisory and investment roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.
Carey M
Series 63, Series 65
San Antonio, TX
LPL Financial
Carey Moy is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial and its predecessor firm since 2006. Outside of advising, Moy is a patent holder and silent partner in a company that developed a promotional and retail product. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.
David E
Series 63, Series 65
San Antonio, TX
LPL Financial
David Espinoza is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.
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