Hector Llanas (CRD# 5811217) is an Investment Advisor Representative working at Avantax Advisory Services in Weslaco, TX and has over 13 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capstone Investment Services LLC | Weslaco, TX | Oct 2021 - Current | 2 |
| Avantax Investment Services, Inc. | Weslaco, TX | Sep 2021 - Current | 2 |
| Avantax Insurance Agency, LLC | Weslaco, TX | Sep 2021 - Current | 2 |
| Avantax Advisory Services | Weslaco, TX | Sep 2021 - Current | 2 |
| Capstone Construction LLC | Mcallen, TX | Sep 2020 - Current | 3 |
| Ameriprise Financial Services, LLC | Weslaco, TX | Jun 2021 - Sep 2021 | < 1 |
| Pnc Managed Account Solutions, Inc. | Weslaco, TX | Feb 2017 - Jun 2021 | 4 |
| Bbva Securities Inc. | Weslaco, TX | May 2013 - Jun 2021 | 8 |
| Compass Bank | Birmingham, AL | Aug 2011 - Jun 2021 | 9 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Aug 2011 - Jun 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2010 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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