LG
LG

Luis Emmanuel Guajardo

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
322 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$533.1M

Fee Structure

Minimum Investment:$250K
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Location

2019 E. Del Mar Blvd., Suite 100, Laredo, TX, 78041

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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
Cresta Advisors
October 2017 - Present · 8 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.