Hugo Azpeitia Pedroza, financial advisor Red Oak TX

Hugo Azpeitia Pedroza

CRD Number: 6431396
Current Firm: Advice And Planning Services

Hugo Azpeitia Pedroza (CRD# 6431396) is an Investment Advisor Representative working at Advice And Planning Services in Red Oak, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Red Oak, TX Dec 2014 - Current 9
Tiaa Red Oak, TX Dec 2014 - Current 9
Ben E Keith Denton, TX Jul 2014 - Nov 2015 1
Azpeitia Auto Repair Denton, TX Aug 2013 - Jul 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2017
S63 Uniform Securities State Law Examination Jan 2015
Contact Info for Hugo Azpeitia Pedroza
Phone Number: 212-490-9000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    32,677
    MILLIONS
  • Total Number of Accounts
    73,602
    ACCOUNTS
  • Average Account Value
    $443,967
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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