Margoth
Romero
Hightower Advisors, LLC
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About this Advisor
Margoth Romero is a financial advisor based in San Diego, California, working with Hightower Advisors, LLC. Margoth has previously held positions at Delphi Private Advisors and Hightower Advisors, LLC. Margoth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Margoth is part of Hightower Advisors, LLC, which operates out of San Diego, California. The firm has 100 offices and 1,816 employees. The firm manages assets totaling $130.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Hightower Advisors, LLC includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hightower Advisors, LLC Brokerage Details
$130,239,337,374
1,816
178,256
$730,631
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Margoth Romero Work History
Hightower Advisers, LLC
Delphi Private Advisors
Disclosures
Please visit the SEC profile of Margoth Romero to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hightower Advisors, LLC
Chicago, IL
Chicago, IL
Birmingham, AL
Naples, FL
Newport Beach, CA
San Diego, CA
Cleveland, OH
Deerfield, IL
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