![Julio Gil Recio, financial advisor The Woodlands TX](/img/ws/profile-blank-sq.png)
Julio Gil Recio (CRD# 6255493) is an Investment Advisor Representative working at Banorte Asset Management, Inc. in The Woodlands, TX and has over 8 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Banorte Asset Management | New York, NY | Jan 2018 - Current | 6 |
Banorte-ixe Securities International, Ltd. | New York, NY | Sep 2013 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2015 |
S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- TX
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Total Assets Under Management218MILLIONS
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Total Number of Accounts571ACCOUNTS
-
Average Account Value$381,020
- 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)
- Other
TX
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