Romy A. Pickron

ASSET ACHIEVERS

Austin, TX 78731

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CRD#: 5771356

Professional summary

Romy Arviontiz Pickron, CFP®, who also goes by Romy Arvonitz Pickron, Romy Pickron, is a registered financial advisor currently at ASSET ACHIEVERS located in Austin, Texas.

Romy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Romy has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Romy Arvonitz Pickron | Romy Pickron

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.

NAME: Reducify LLC. INVESTMENT-RELATED: No. ADDRESS: 904 Wood Street, Terrell, TX 75160. NATURE: Personal Finance Education. POSITION: Co-Owner and Co-Founder. START DATE: January, 2022. APPROXIMATE HOURS/MONTH: 24. APPROXIMATE HOURS/MONTH DURING SECURITIES TRADING HOURS: 2. DUTIES: Assist with management of organization; provide educational and informational content and assistance to borrowers regarding acceleration of repayment of student loans.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Romy Arviontiz Pickron'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

September 26, 2024 - Present

ASSET ACHIEVERS

Office #1: 5900 Balcones Drive # 20909, Austin, TX 78731

RIA

CRD#: 322573

Austin, TX

Past

September 29, 2022 - June 7, 2024

ASSET ACHIEVERS

RIA

CRD#: 322573

TERRELL, TX

Past

December 7, 2015 - July 2, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WASHINGTON, DC

Past

December 16, 2014 - July 2, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WASHINGTON, DC

Past

May 20, 2010 - July 30, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

RESTON, VA

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
(9/26/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/3/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/28/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/15/2024

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 3/15/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/2010

General Securities Representative Examination

Current Firm

ASSET ACHIEVERS

ASSET ACHIEVERS | ASSET ACHIEVERS LLC

CRD#: 322573 / SEC#:

Texas

Registered Investment Advisory firm - (9/26/2024 Approved)

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Contact information

Main Address

Terrell, TX

Mailing Address

5900 Balcones Drive #20909, Austin, TX 78731

Phone number

(972) 505-8196

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Romy A. Pickron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Romy Arviontiz Pickron's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET ACHIEVERS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2015

Series 63

Date: 5/28/2010

Series 7TO

Date: 3/15/2024

Series 6TO

Date: 3/15/2024

SIE

Date: 10/1/2018

Series 7

Date: 5/19/2010

Current Firm

ASSET ACHIEVERS

Contact information

Documents

Red Flags

Company Information

ASSET ACHIEVERS

TRUST BUT VERIFY

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