RH
RH

Roberto Hernandez

20 Years of Experience
El Paso, TX
Broker

Roberto Hernandez is a registered investment advisor at Insight Securities, INC., based in El Paso, TX, with 20 years of industry experience. Their firm serves 48 clients with $94M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
IM Fee
Planning only
Assets Under Management
$94.2M
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Location

221 N. Kansas Street, Suite 727, El Paso, TX, 79901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Roberto works as an independent contractor as a real estate agent with Home Pros Real Estate Group LLC since 2021, dedicating a few hours per week. He also rents out a room and a house through Airbnb, spending minimal time managing reservations.

Employment History
Current Registrations
Insight Securities, INC.
October 2014 - Present · 11 yrs 7 mos
Insight Securities, INC.Broker
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2011 - August 2014 · 3 yrs 7 mos
Wells Fargo Advisors, LLC
January 2011 - August 2014 · 3 yrs 7 mos
Wells Fargo Investments, LLC
June 2010 - January 2011 · 7 mos
Wells Fargo Investments, LLCBroker
June 2010 - January 2011 · 7 mos
Wells Fargo Investments, LLC
June 2006 - October 2009 · 3 yrs 4 mos
Wells Fargo Investments, LLCBroker
May 2006 - October 2009 · 3 yrs 5 mos
Citicorp Investment ServicesBroker
February 2004 - September 2005 · 1 yr 7 mos
PFS Investments INC.Broker
November 2003 - December 2003 · 1 mo
State Registrations7 states
CACOFLILNCNYTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.