Victor Manuel Villarreal Guerra
Professional Summary
Victor Manuel Villarreal Guerra, who also goes by VIctor Villarreal, is a registered financial advisor currently at GFS ADVISORS LLC located in Houston, Texas and GLOBAL FINANCIAL SERVICES, L.L.C. located in Houston, Texas. Victor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Victor has worked at 2 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Victor Villarreal
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
GFS ADVISORS LLC
Contact Information
Main Address
1330 Post Oak Blvd., Suite 2100, Houston, TX 77056Phone Number
(713) 968-0400# of Employees
11SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
654AUM (Assets Under Management)
$3,761,962,187Similar Advisors
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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.
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Primary Firm SEC Registration
GFS ADVISORS LLC
State Registrations and Notice Filings
(7/22/2022)
(3/29/2022)
(3/25/2025)
(2/28/2017)
(6/3/2015)
(3/29/2022)
(10/2/2018)
(6/25/2007)
(2/1/2008)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Victor Manuel Villarreal Guerra's CRS (Customer Relationship Summary).
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