Raul
Barcenes
Equitable Advisors, LLC
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About this Advisor
Raul Barcenes is a financial advisor based out of San Antonio, Texas who has 1 year of relevant experience. Barcenes is on the advisory team at Equitable Advisors, LLC. Their career trajectory has included roles at Equitable Advisors, Somerset Isd, Advantage One Brokers, Alfred University, Clark County School District, Southern Social, Lausanne Collegiate School, Coastal Carolina University, Elon University, Music & Arts and Waller Isd. Barcenes holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Texas. Equitable Advisors, LLC is a financial advisory company based out of New York, NY. The company has offices in 885 locations and a total of 5,251 employees. It administers $25 billion in assets among its 75,222 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 177 charitable organizations. Of its 75,222 accounts, 42% are held by high-net-worth investors who have more than $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on the type of services offered. However, fees charged by Equitable Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Raul Barcenes Work History
Raul has been registered as a financial advisor for 1 years.*
Equitable Advisors
Somerset Isd
Advantage One Brokers
Alfred University
Clark County School District
Southern Social
Lausanne Collegiate School
Coastal Carolina University
Music & Arts
Elon University
Waller Isd
*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 Raul Barcenes 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 Equitable Advisors, LLC
Dallas, TX
New York, NY
Stamford, CT
Mount Pleasant, SC
New York, NY
Tampa, FL
Selma, AL
Edison, NJ
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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