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Zaira Espinoza

7 Years of Experience
Mcallen, TX
Broker

Zaira Espinoza is a registered investment advisor, based in Mcallen, TX, with 7 years of industry experience.

Location

914 North Main Street, Suite 3, Mcallen, TX, 78501

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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
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Investment Services, INC.Broker
March 2025 - September 2025 · 6 mos
Avantax Advisory Services
March 2025 - September 2025 · 6 mos
Avantax Advisory Services
May 2022 - August 2024 · 2 yrs 3 mos
Avantax Investment Services, INC.Broker
May 2022 - August 2024 · 2 yrs 3 mos
LPL Financial LLCBroker
December 2019 - December 2021 · 2 yrs
LPL Financial LLC
December 2019 - December 2021 · 2 yrs
Arete Wealth Management, LLCBroker
January 2019 - March 2019 · 2 mos
Axxcess Wealth Management, LLC
June 2018 - December 2019 · 1 yr 6 mos
Thrivent Investment Management INC.
April 2016 - January 2017 · 9 mos
Thrivent Investment Management INC.Broker
March 2016 - January 2017 · 10 mos
State Registrations1 state
TX
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.
Zaira Espinoza - Financial Advisor | TrueAdvisor