Gary
Warren
Equilibria Wealth Management, LLC
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About this Advisor
Gary Warren is a financial advisor working in Odessa, Texas with 3 years of relevant experience. Warren works at Equilibria Wealth Management, LLC. Throughout their career, they have worked at Wells Fargo Advisors Financial Network LLC, Cetera Advisor Networks LLC, Summit Brokerage Services, Inc, Summit Financial Group Inc, Equilibria Wealth Management and Insurance Agent. Warren maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Equilibria Wealth Management, LLC is a registered investment business operating out of Katy, TX. It administers $126 million in assets among its 257 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 257 customer accounts, 16% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a set of services, including portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically vary depending on which services the firm provides the client. Fee types billed by Equilibria Wealth Management, LLC most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equilibria Wealth Management, LLC Brokerage Details
$126,274,735
3
257
$491,341
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gary Warren Work History
Gary has been registered as a financial advisor for 3 years.*
Equilibria Wealth Management
Insurance Agent
Cetera Advisor Networks LLC
Summit Brokerage Services, Inc
Summit Financial Group Inc
Wells Fargo Advisors Financial Network LLC
*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 Gary Warren 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 Equilibria Wealth Management, LLC
Midland, TX
Odessa, TX
Odessa, TX
Odessa, TX
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