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Uriel Villa
4 Years of Experience
Hereford, TX
3 Disclosures
Uriel Villa is a registered investment advisor at Ironwood Investment Group LLC, based in Hereford, TX, with 4 years of industry experience. Uriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
214 Elm Street, Hereford, TX, 79045
Get directionsHistory
Regulatory History (3)
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Criminal
September 2024Pending Charge
Financial
January 2017Final
Criminal
January 2008Final Disposition
Employment History
Current Registrations
Ironwood Investment Group LLC
December 2025 - Present · 5 mos
Previous Registrations
Edward Jones
May 2020 - July 2024 · 4 yrs 2 mos
Edward JonesBroker
March 2020 - July 2024 · 4 yrs 4 mos
State Registrations1 state
TX
Advisor
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.