EC
CFP
EC
CFP

Elsa Cazares

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
570 clients
Average Client Portfolio
$953K average
Assets Under Management
$543.2M

Fee Structure

Minimum Investment:$250K
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Location

224 Ed English Dr., Suite A, The Woodlands, TX, 77385

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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

Elsa owns rental real estate properties since 2017, spending minimal time on the business. She also works as an Operations Manager, Compliance officer, and Investment Adviser Representative for Outlook Wealth Advisors, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Outlook Wealth Advisors, LLC
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
G.F. Investment Services, LLCBroker
December 2011 - December 2018 · 7 yrs
Sanders Morris Harris INC.
June 2009 - October 2011 · 2 yrs 4 mos
Sanders Morris Harris INC.Broker
November 2001 - October 2011 · 9 yrs 11 mos
Ifg Network Securities, INC.Broker
October 1999 - November 2001 · 2 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.