Moises Flores
Moises Flores is a registered investment advisor at PNC Wealth Management, based in El Paso, TX, with 24 years of industry experience. Moises is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
An annual fee of 0.85% applies to all accounts regardless of size.
Fee Estimator
Location
690 Sunland Park Drive, El Paso, TX, 79912
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2014Other Business Activities
Moises is a business owner of Smart Goals Indoor Sports since 2017. This non-investment related activity requires minimal time during trading hours.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Edward Jones
Edward JonesBroker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, 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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