Adam
Cervantes
Avior Wealth Management, LLC
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About this Advisor
Adam Cervantes is a financial advisor based in Omaha, Nebraska, working with Avior Wealth Management, LLC. Adam has previously held positions at The Financial Advisory Group, Pappas Burger, Texas Tech University, Pappas Buger, Specs Wine & Spirits, Spec'S Wine & Spirits, Practice Advisory Group, and Avior Wealth Management, LLC. Adam is registered to provide services in Texas. Currently, Adam is part of Avior Wealth Management, LLC, which operates out of Omaha, Nebraska. The firm has 12 offices and 204 employees. The firm manages assets totaling $4.0 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, and other services. The fee structure at Avior Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avior Wealth Management, LLC Brokerage Details
$3,986,353,586
204
3,710
$1,074,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Adam Cervantes Work History
Avior Wealth Management, LLC
The Financial Advisory Group
Practice Advisory Group
Texas Tech University
Spec'S Wine & Spirits
Pappas Buger
Texas Tech University
Specs Wine & Spirits
Texas Tech University
Pappas Burger
Disclosures
Please visit the SEC profile of Adam Cervantes 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 Avior Wealth Management, LLC
Omaha, NE
Hopkins, MN
Houston, TX
La Vista, NE
San Antonio, TX
Omaha, NE
Omaha, NE
Omaha, NE
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