Gilbert Cortez is a registered investment advisor, based in El Paso, TX, with 18 years of industry experience.
Location
7001 Westwind, Ste 130, El Paso, TX, 79912
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gilbert manages and runs Cortez Wealth Management as an investment advisor representative, providing planning services to clients. He also sells fixed insurance, life, health, disability, and fixed annuity products through multiple entities, dedicating minimal time to PKSF and a few hours per week to COR Insurance Group.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cortez Wealth Management
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Cetera Advisors LLC
Cetera Advisors LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Edward Jones
Edward JonesBroker
State Registrations5 states
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.