Abraham Marquez
Abraham Marquez is a registered investment advisor at Cetera Investment Advisers LLC, based in Mcallen, TX, with 16 years of industry experience. Abraham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Mcallen, TX
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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
Abraham owns rental property and Premier Kingdom Advisors, LLC, a pass-through LLC for Cetera investment and insurance business. He also works as a benefit enrollment counselor answering questions about insurance and makes commercial and retail loan referrals.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
State Registrations4 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.