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Alfredo Tellez

30 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
722 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$3.3B

Fee Structure

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Location

1330 Post Oak Blvd., Suite 2100, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alfredo is a member of the Board of Directors for Magnolia School, an all-girls Catholic school, dedicating minimal time to this role. His duties involve attending quarterly meetings to discuss strategic issues related to the school.

Employment History
Current Registrations
Gfs Advisors LLC
August 2019 - Present · 6 yrs 6 mos
Global Financial Services, L.L.C.Broker
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Ipg Investment Advisors, LLC
December 2015 - August 2019 · 3 yrs 8 mos
Investment Placement GroupBroker
December 2015 - August 2019 · 3 yrs 8 mos
Gfs Advisors LLC
April 2013 - December 2015 · 2 yrs 8 mos
Global Financial Services, L.L.C.Broker
June 1995 - December 2015 · 20 yrs 6 mos
State Registrations9 states
AZCTFLMANENJNYPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.