Estela Sotelo (CRD# 4261225) is an Investment Advisor Representative working at Pnc Investments in San Antonio, TX and has over 23 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | San Antonio, TX | Aug 2021 - Current | 2 |
| Bbva Wealth Solutions Inc. | San Antonio, TX | Jul 2017 - Aug 2021 | 4 |
| Bbva Securities Inc. | San Antonio, TX | May 2013 - Aug 2021 | 8 |
| Bbva Compass Insurance Agency Inc. | Austin, TX | May 2005 - Aug 2021 | 16 |
| Compass Bank | San Antonio, TX | Mar 2005 - Aug 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
- TX
-
Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
-
Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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