Ismael
Delgado
Cresta Advisors
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About this Advisor
Ismael Delgado is a financial advisor working out of Laredo, Texas who has 1 year of relevant experience. Delgado is currently employed by Cresta Advisors. Throughout their career, Delgado has worked at Pfs Investments Inc, Primerica Finanical Services, United Independent School District, Lamar Advertising, Farmers Insurance Group, New York Life Insurance Co, Serv Pro Of Laredo and Cresta Advisors. Delgado holds 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. Cresta Advisors is a business that has its headquarters in Laredo, TX. It oversees $349 million in assets under management across its 485 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 485 accounts, 27% belong to high-net-worth individuals who have greater than $1 million in assets. Cresta Advisors provides a broad range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial management fee schedules usually depend on which service is provided. Fee types billed by Cresta Advisors likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cresta Advisors Brokerage Details
$348,466,711
7
485
$718,488
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Ismael Delgado Work History
Ismael has been registered as a financial advisor for 1 years.*
Cresta Advisors
Serv Pro Of Laredo
New York Life Insurance Co
Pfs Investments Inc
United Independent School District
Lamar Advertising
Farmers Insurance Group
Primerica Finanical Services
*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 Ismael Delgado 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 Cresta Advisors
Laredo, TX
Laredo, TX
Laredo, TX
Laredo, TX
Laredo, 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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