Esmond
Pabilona
Wela Financial Advisory
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About this Advisor
Esmond Pabilona is a certified financial planner based in San Antonio, Texas, who has 4 years of relevant experience. Pabilona currently works for Wela Financial Advisory. During their career, the advisor has held roles at University Of Tx-San Antonio, Miguel Velasco, Axa Advisors, LLC, Mercer Global Advisors Inc, Purshe Kaplan Sterling Investments and Brent Forrest & Associates, LLC. Pabilona holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Wela Financial Advisory is a registered investment company that has its headquarters in San Antonio, TX. It manages $459 million in assets under management between its 1,504 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 1,504 customer accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets. The company provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically are based on which services the firm provides the client. However, fee types charged by Wela Financial Advisory may include some blend 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
Esmond Pabilona Work History
Esmond has been registered as a financial advisor for 4 years.*
Purshe Kaplan Sterling Investments
Brent Forrest & Associates, LLC
Mercer Global Advisors Inc
Axa Advisors, LLC
Miguel Velasco
University Of Tx-San Antonio
*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 Esmond Pabilona 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
