Omar Tovar is a CFP-designated registered investment advisor, based in Plano, TX, with 13 years of industry experience.
Location
7900 Windrose Avenue, Plano, TX, 75024
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Omar maintains life and health insurance licenses, though this is not investment-related. He dedicates minimal time to this activity.
Employment History
Current Registrations
Vanguard Marketing CorporationBroker
August 2022 - Present · 3 yrs 9 mos
Vanguard Advisers, INC.
August 2022 - Present · 3 yrs 9 mos
Vanguard Marketing Corporation
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.
May 2020 - August 2022 · 2 yrs 3 mos
Charles Schwab & CO., INC.Broker
May 2020 - August 2022 · 2 yrs 3 mos
USAA Investment Management Company
January 2018 - May 2020 · 2 yrs 4 mos
USAA Financial Advisors, INC.Broker
May 2014 - May 2020 · 6 yrs
USAA Financial Planning Services
May 2014 - January 2018 · 3 yrs 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
April 2013 - March 2014 · 11 mos
Edward Jones
October 2012 - February 2013 · 4 mos
Edward JonesBroker
July 2012 - February 2013 · 7 mos
State Registrations2 states
OKTX
AdvisorBrokerBoth
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.