LG
Luis O. Gonzalez Perales
CROSSWELL FAMILY WEALTH ADVISORS
TAMPICO, TAMPS.,
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CRD#: 5776950
LG
Professional summary
Luis Omar Gonzalez Perales is a registered financial advisor currently at CROSSWELL FAMILY WEALTH ADVISORS .
Luis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Luis has worked at 1 firm and has passed the Series 63 exam.
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.
1) Professor at UTRM - University Technologica de la Rivera Maya, not investment related, 2015, 40 hours a month 2) General Manager of Distrubuidora Alebrije, not investment related, 2014, 30 hours a month 3) Hospitality Manager for Villa 38, not investment related, 2014, 30 hours a month.
CRS (Client Relationship Summary) - RIA
Click below to view Luis Omar Gonzalez Perales'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®
NoneExperience
Current
November 29, 2010 - Present
CROSSWELL FAMILY WEALTH ADVISORS
RIA
CRD#: 150076
TAMPICO, TAMPS.,
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(11/29/2010)
Exams
State Security Law Exam
Current Firm
CF
CROSSWELL FAMILY WEALTH ADVISORS
CROSSWELL ADVISORS, LLC | CROSSWELL FAMILY WEALTH ADVISORS
CRD#: 150076 / SEC#: 801-70119
RIA
Registered Investment Advisory firm - (9/4/2009 Terminated)Texas
Registered Investment Advisory firm - (8/26/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
The Woodlands, TX
Mailing Address
Phone number
(346) 800-1801
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 80 |
| AUM (Assets Under Management) | $ 72,211,454 |
Red Flags
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