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Salomon Lahana

BANORTE ASSET MANAGEMENT
Houston, TX 77056
Some features on this profile are disabled
CRD#: 4318862
SL

Professional summary

Salomon Lahana, who also goes by Salomon Lahana, is a registered financial advisor currently at BANORTE ASSET MANAGEMENT, INC. located in Houston, Texas and BINVESTING located in Houston, Texas.

Salomon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Salomon has worked at 13 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Salomon Lahana

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Salomon Lahana's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 23, 2024 - Present

BANORTE ASSET MANAGEMENT, INC.

Office #1: 5075 Westheimer Suite 975w, Houston, TX 77056
RIA
CRD#: 290555
Houston, TX
Current

June 16, 2025 - Present

BINVESTING

Office #1: 5075 Westheimer Rd. Suite 975w, Houston, TX 77056
RIA
CRD#: 335283
HOUSTON, TX
Current

September 23, 2024 - Present

BANORTE SECURITIES INTERNATIONAL, LTD.

Office #1: 5075 Westheimer Suite 975w, Houston, TX 77056
BD
CRD#: 30648
Houston, TX
Past

June 18, 2024 - September 17, 2024

INVEX ADVISORS LLC

RIA
CRD#: 164519
HOUSTON, TX
Past

January 2, 2024 - September 17, 2024

INVEX, LLC.

BD
CRD#: 30032
CORAL GABLES, FL
Past

May 2, 2017 - June 2, 2021

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
Sugar Land, TX
Past

May 1, 2017 - June 2, 2021

BBVA SECURITIES INC.

BD
CRD#: 27060
SUGAR LAND, TX
Past

May 2, 2016 - March 17, 2017

BOK FINANCIAL SECURITIES, INC.

RIA
CRD#: 17530
HOUSTON, TX
Past

July 20, 2015 - March 17, 2017

BOK FINANCIAL SECURITIES, INC.

BD
CRD#: 17530
HOUSTON, TX
Past

May 16, 2013 - July 15, 2015

BBVA SECURITIES INC.

BD
CRD#: 27060
HOUSTON, TX
Past

June 13, 2012 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
FRIENDSWOOD, TX
Past

October 8, 2008 - May 4, 2009

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HOUSTON, TX
Past

March 21, 2002 - November 5, 2002

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

January 25, 2001 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX
Past

January 25, 2001 - January 14, 2002

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BANORTE ASSET MANAGEMENT, INC.
BAM DIGITAL | BANORTE WEALTH MANAGEMENT | BANORTE WEALTH ADVISORS | BANORTE ASSET MANAGEMENT, INC.

CRD#: 290555 / SEC#: 801-114865

RIA
Registered Investment Advisory firm - (3/25/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Texas
(9/23/2024)
RR
Texas
(9/25/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/28/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/30/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/1/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/12/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/9/2000
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BA
BANORTE ASSET MANAGEMENT, INC.
BAM DIGITAL | BANORTE WEALTH MANAGEMENT | BANORTE WEALTH ADVISORS | BANORTE ASSET MANAGEMENT, INC.

CRD#: 290555 / SEC#: 801-114865

RIA
Registered Investment Advisory firm - (3/25/2019 Approved)
PREMIUM
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Contact information

Main Address
5075 Westheimer Suite 975w, Houston, TX 77056
Mailing Address
Phone number
(713) 980-4600
Established
Firm type
Fiscal year end
# of Employees
32

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BANORTE ASSET MANAGEMENT, INC. - BAM DIGITAL WRAP FEE BROCHURE (APPENDIX 1) (3/28/2025)
BANORTE ASSET MANAGEMENT, INC. - FIRM BROCHURE (PART 2A) (3/28/2025)
BANORTE ASSET MANAGEMENT, INC. - BAM TRADITIONAL DISCRETIONARY AND NON-DISCRETIONARY ACCOUNTS WRAP FEE BROCHURE (APPENDIX 1) (3/28/2025)

Regulatory assets under management

Total Number of Accounts691
AUM (Assets Under Management)$ 336,853,862

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BANORTE ASSET MANAGEMENT, INC.

CRD#: 290555Houston, TX 77056

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