Jose Longoria is a registered investment advisor at Dynamic, based in McALLEN, TX, with 30 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,484 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dynamic's investment advisory fees can range up to 2.25% annually, depending on the investment strategy's complexity and the account size. Larger accounts or less complex strategies may have lower fees. More complex situations, like multiple investment objectives or aggressive growth strategies, may incur higher fees. Fees are negotiable and vary among financial advisors. Some advisors may establish minimum fees, potentially exceeding 2.25% annually. Clients with margin accounts are subject to fees on the additional assets resulting from the use of margin.
Location
3827 N 10th STREET, Suite 104, McALLEN, TX, 78501
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Regulatory History (1)
Criminal
August 1976Other Business ActivitiesSells Insurance
Jose is an insurance agent since 2006, offering fixed products and term life insurance, dedicating minimal time to this activity. Jose's family also owns and operates El Perdido Ranch, raising and selling cattle.
Employment History
Current Registrations
Dynamic
Previous Registrations
Sws Financial ServicesBroker
Sws Financial Services
Oxford Asset Management, LLC
American General Securities IncorporatedBroker
United Securities Alliance, INC.Broker
Sammons Securities Company, LLCBroker
Rbr Securities, INC.Broker
Woodbury Financial Services, INC.Broker
Wma Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.