EP
CFP
EP
CFP

Esmond M Pabilona

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
489 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$525.9M

Fee Structure

Minimum Investment:$300K
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Location

366 W Sunset Rd, Building 4, San Antonio;, TX, 78209

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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

Esmond works as an associate planner and research assistant at Brent Forrest & Associates, LLC, a registered investment advisor (RIA). This planning and research takes about 10-20% of Esmond's time.

Employment History
Current Registrations
Wela Financial Advisory
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2019 - November 2020 · 1 yr 10 mos
Mercer Global Advisors INC.
July 2017 - September 2018 · 1 yr 2 mos
AXA Advisors, LLC
October 2015 - July 2017 · 1 yr 9 mos
AXA Advisors, LLCBroker
June 2014 - July 2017 · 3 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.