RV
RV
Raphael Vega
18 Years of Experience
1 DisclosureSells Insurance
Raphael Vega is a registered investment advisor at Independence Wealth Group, based in San Antonio, TX, with 18 years of industry experience. Raphael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 54 clients with $4.7M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
54 clients
Average Client Portfolio
$86K average
Assets Under Management
$4.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
2101 Lockhill Selma, Suite 2107, San Antonio, TX, 78213
Get directionsHistory
Regulatory History (1)
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Criminal
July 1993Final Disposition
Other Business ActivitiesSells Insurance
Raphael sells Medicare Advantage Plans and Prescription Drug Plans since 2013. The filing does not specify the time commitment.
Employment History
Current Registrations
Independence Wealth Group
September 2016 - Present · 9 yrs 7 mos
Previous Registrations
Alamo Insurance & Wealth Management
March 2015 - December 2016 · 1 yr 9 mos
Princor Financial Services Corporation
February 2013 - November 2013 · 9 mos
Princor Financial Services CorporationBroker
January 2013 - November 2013 · 10 mos
Allstate Financial Advisors, LLC
August 2012 - December 2012 · 4 mos
Allstate Financial Services, LLCBroker
July 2012 - December 2012 · 5 mos
First Command Financial Planning, INC.
April 2012 - April 2012 · 0 mos
First Command Financial Planning, INC.Broker
January 2012 - April 2012 · 3 mos
First Command Financial Planning, INC.Broker
November 2011 - December 2011 · 1 mo
First Command Financial Planning, INC.
September 2011 - October 2011 · 1 mo
Servant Advisors, INC.
June 2011 - October 2011 · 4 mos
Warren Financial Services, LLC
April 2011 - June 2011 · 2 mos
John Hancock Distributors, INC.Broker
June 1991 - May 1994 · 2 yrs 11 mos
John Hancock Mutual Life Insurance CompanyBroker
June 1991 - May 1994 · 2 yrs 11 mos
Pml Securities CompanyBroker
November 1990 - April 1991 · 5 mos
American Express Financial Advisors INC.Broker
June 1989 - November 1990 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
June 1989 - November 1990 · 1 yr 5 mos
State Registrations1 state
TX
Advisor
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Exams
No exam information available for this advisor.