Diego Patino is a CFP-designated registered investment advisor, based in Houston, TX, with 27 years of industry experience. Diego is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1330 Post Oak Blvd, Ste 1500, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Diego works as a Private Client Advisor at Texas Capital Bank since November 2022. This is a full-time commitment, including significant time during trading hours.
Employment History
Current Registrations
Tcbi Securities, INC.Broker
Texas Capital Bank Private Wealth Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan StanleyBroker
Morgan Stanley
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Banc of America Investment Services, INC.Broker
Charles Schwab & CO., INC.Broker
Banc of America Investment Services, INC.Broker
Chase Investment Services CORP.Broker
The Variable Annuity Marketing CompanyBroker
VALIC Financial Advisors, INC.Broker
Van Kampen Funds 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.
Exams
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