AB
CFP
AB
CFP

Aurora Barcenas

15 Years of Experience
Houston, TX
May Earn Commission

Aurora Barcenas is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Houston, TX, with 15 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

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Location

1980 Post Oak Boulevard, Suite 100, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Aurora works at YogaOne Houston, performing cleaning, closing, and greeting duties, as well as yoga instruction. She spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Hightower Advisors, LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Investec Wealth Strategies
February 2020 - January 2022 · 1 yr 11 mos
Partnersinwealth, INC
February 2019 - February 2020 · 1 yr
Morgan Stanley
October 2014 - January 2019 · 4 yrs 3 mos
Morgan StanleyBroker
September 2014 - January 2019 · 4 yrs 4 mos
J.P. Morgan Securities LLCBroker
January 2010 - May 2014 · 4 yrs 4 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Aurora Barcenas - Financial Advisor | TrueAdvisor