Oscar
Flores
Monex Asset Management, Inc
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About this Advisor
Oscar Flores is a financial advisor who works in San Antonio, Texas who has 4 years of industry experience. Flores currently works for Monex Asset Management, Inc. Throughout their career, they have worked at Southwest Securities Inc, Monex Securities, Inc and Monex Asset Management, Inc. Flores maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Monex Asset Management, Inc is a financial advisory business that has its headquarters in Houston, TX. The company has offices in two locations and a total of 18 financial advisors. It has $160 million in assets under management across its 258 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 258 customer accounts, 50% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by Monex Asset Management, Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Monex Asset Management, Inc Brokerage Details
$159,692,367
18
258
$618,963
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Oscar Flores Work History
Oscar has been registered as a financial advisor for 4 years.*
Monex Securities, Inc
Monex Asset Management, Inc
Southwest Securities Inc
*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 Oscar Flores 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 Monex Asset Management, Inc
San Antonio, TX
Houston, TX
San Antonio, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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