OM
CFP
OM
CFP

Oscar Raul Mondragon

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,162 clients
Average Client Portfolio
$195K average
Assets Under Management
$226.9M

Fee Structure

Minimum Investment:None
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Location

12549 Louetta Road, Cypress, TX, 77429

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Oscar is a licensed insurance agent since 2013 and may offer insurance products to clients, representing a potential conflict of interest. He also owns Mondragon Family Holdings LLC, a consulting firm, is a partner in Majors Mondragon & Partners, LLC, and holds ownership in Centric Holdings LLC, spending about 10-20% of his time on each of these activities.

Employment History
Current Registrations
Centric Advisors, LLC
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Mwa Financial Services INC.Broker
February 2013 - May 2016 · 3 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.