Ana C Gomez

&partners

15 Years of Experience

Broker

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners

&partners

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

435 advisors

Number of Clients

32,200 clients

Average Client Portfolio

$439K average

Assets Under Management

$14.1B

Fee Structure

Location

407 E Methvin St #300, Longview, TX, 75601

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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.

Other Business Activities

Ana owns J Santana Service, LLC, a home repair handyman business, with her spouse since 2021. This activity is not investment-related and requires minimal time.