Alejandro Ireta is a CFP-designated registered investment advisor, based in San Antonio, TX, with 14 years of industry experience.
Location
9311 San Pedro Avenue, Suite 600, San Antonio, TX, 78216-4459
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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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Alejandro is an Investment Advisor Representative (IAR) for SWBC Investment Company.
Employment History
Current Registrations
Swbc Investment Services, LLCBroker
August 2020 - Present · 5 yrs 8 mos
Swbc Investment Company
July 2020 - Present · 5 yrs 9 mos
Previous Registrations
Pax Financial Group
August 2016 - February 2021 · 4 yrs 6 mos
LPL Financial LLCBroker
November 2011 - July 2017 · 5 yrs 8 mos
State Registrations3 states
FLLATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.