RA
CFA
RA
CFA

Raymundo Avila

13 Years of Experience
Houston, TX
Broker

Raymundo Avila is a CFA-designated registered investment advisor, based in Houston, TX, with 13 years of industry experience.

Location

2700 Post Oak Blvd, Suite 1110, 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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Employment History
Current Registrations
Gbm International, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Gbm Wealth Management, INC.
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Gbm International, INC.Broker
September 2012 - June 2022 · 9 yrs 9 mos
State Registrations4 states
CAFLMITX
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.