Brandon
Gomez
Wela Financial Advisory
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About this Advisor
Brandon Gomez is a financial advisor who works in San Antonio, Texas with 1 year of industry experience. Gomez is on the advisory team at Wela Financial Advisory. Over the course of their career, they have held roles at Foresters Financial Services, Bexar Appraisal District, Hulu, Northside Isd, Somerset Junior High, P2 Energy Solutions, Cetera Investment Services LLC, Citibank, Brent Forrest & Associates, LLC and Brent Forrest & Associates, L.L.C. Gomez maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Wela Financial Advisory is a financial advisory business that has its headquarters in San Antonio, TX. It manages $459 million in assets among its 1,504 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,504 client accounts, 31% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on which service is provided. However, fees charged by Wela Financial Advisory likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wela Financial Advisory Brokerage Details
$458,687,899
8
1,504
$304,979
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brandon Gomez Work History
Brandon has been registered as a financial advisor for 1 years.*
Brent Forrest & Associates, LLC
Brent Forrest & Associates, L.L.C
Citibank
Foresters Financial Services
Cetera Investment Services LLC
Foresters Financial Services
Bexar Appraisal District
Hulu
Northside Isd
Somerset Junior High
P2 Energy Solutions
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Gomez 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 Wela Financial Advisory
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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