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Daniel Robles

VISION WEALTH ADVISORS LLC
Lubbock, TX 79424
Some features on this profile are disabled
CRD#: 5487393
DR

Professional summary

Daniel Robles is a registered financial advisor currently at VISION WEALTH ADVISORS LLC located in Lubbock, Texas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Daniel has worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Daniel Robles's 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

May 13, 2021 - Present

VISION WEALTH ADVISORS LLC

Office #1: 11912 Slide Rd. Suite B, Lubbock, TX 79424
RIA
CRD#: 158589
Lubbock, TX
Past

July 27, 2011 - December 31, 2020

VISION WEALTH ADVISORS LLC

RIA
CRD#: 158589
LUBBOCK, TX
Past

April 23, 2008 - July 28, 2011

EDWARD JONES

RIA
CRD#: 250
LUBBOCK, TX
Past

March 31, 2008 - July 28, 2011

EDWARD JONES

BD
CRD#: 250
LUBBOCK, TX

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.

Highlighted states indicate IAR registrations

IAR
Texas
(5/13/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/11/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/28/2008
General Securities Representative Examination

Current Firm

VW
VISION WEALTH ADVISORS LLC
DANNY ROBLES VISION WEALTH ADVISORS LLC | VISION WEALTH ADVISORS LLC | VISION WEALTH ADVISORS

CRD#: 158589 / SEC#:

New Mexico
Registered Investment Advisory firm - (12/31/2020 Failure to Renew)
Texas
Registered Investment Advisory firm - (5/13/2021 Approved)
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Contact information

Main Address
11912 Slide Rd. Suite B, Lubbock, TX 79424
Mailing Address
Phone number
(806) 553-2800
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts192
AUM (Assets Under Management)$ 9,070,000

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

VISION WEALTH ADVISORS LLC

CRD#: 158589Lubbock, TX 79424

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