Advisor at Vision Wealth Advisors LLC
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Firm
Vision Wealth Advisors LLC
Location
Lubbock, TX 79424
Credentials
Series 66
Industry experience
17 years
Daniel Robles is a financial advisor at Vision Wealth Advisors LLC in Lubbock, TX, holding a Series 66 designation with 17 years of industry experience. He has been with Vision Wealth Advisors since 2011. Vision Wealth Advisors provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, and business entities. The firm employs both fundamental and technical analysis, using a mix of long-term and short-term trading strategies to manage approximately $9.07 million across about 192 client accounts, with all assets managed in-house and clients required to use its recommended custodian.
1.25% annually
11912 Slide Rd., Suite B
Lubbock, TX 79424
Texas
Vision Wealth Advisors LLC
2011 - Present (15 years)
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