AH
Arturo J. Hinojosa
TRUIST ADVISORY SERVICES
WESTLAKE, TX 76262
Some features on this profile are disabled
CRD#: 6930183
AH
Professional summary
Arturo Joaquin Hinojosa, who also goes by Arturo Hinojosa, Arturo J Hinojosa, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Westlake, Texas and TRUIST INVESTMENT SERVICES, INC. located in Westlake, Texas.
Arturo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Arturo has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Arturo Hinojosa | Arturo J Hinojosa
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.
ARTURO J HINOJOSA POSITION: Co-Owner/Property Manager NATURE: Real Estate - Co-Owner a Rental Property/ Also act as Property manager for Tenants INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2020 ADDRESS: North Richland Hills TX, United States DESCRIPTION: Maintain the Property/Procuring Tenants/Servicing Leases of Tenants AMERICAN GRAPPLING FEDERATION POSITION: Crew Member NATURE: Grappling Competition host tournaments across the country to allow athletes at all levels to compete against each other INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/03/2022 ADDRESS: Waxagacgue, TX, United States DESCRIPTION: Physical loading/unloading of equipment needed to host competitive grappling/wrestling matches (Chairs, Mats, Tables, Scales, Timers), Score Cards, Referee of Matches-supervising competitive rounds and scoring competitors accordingly. ABH GLOBAL TRADE CONSULTING LLC POSITION: Consultant NATURE: Consultancy, Over Trade, Compliance, Operations, Supply Chain INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2023 ADDRESS: Saginaw TX, United States DESCRIPTION: Operational, Consulting in Areas of Expertise, Practice Management, Logistics, Freight Brokerage, Relationship Management, Problem Resolution, Coaching
CRS (Client Relationship Summary) - RIA
Click below to view Arturo Joaquin Hinojosa'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
October 22, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1301 Solana Blvd Ste 2340, Westlake, TX 76262RIA
CRD#: 283390
WESTLAKE, TX
Current
November 4, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1301 Solana Blvd Bl 2 - Ste 2340, Westlake, TX 76262BD
CRD#: 17499
WESTLAKE, TX
Past
August 30, 2019 - December 11, 2019
EDWARD JONES
RIA
CRD#: 250
FT WORTH, TX
Past
August 30, 2019 - December 11, 2019
EDWARD JONES
BD
CRD#: 250
FT WORTH, TX
Past
June 21, 2018 - August 16, 2019
MORGAN STANLEY
RIA
CRD#: 149777
FT. WORTH, TX
Past
May 24, 2018 - August 16, 2019
MORGAN STANLEY
BD
CRD#: 149777
FT. WORTH, 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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 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(10/22/2021)
RR
Texas(11/4/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
