18756 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Arturo is involved in several outside business activities, including marketing advisory services through Everest Retirement Planners LLC and Concordia Investments, LLC. He also sells fixed indexed annuities, fixed insurance products, healthcare supplements, and long-term care insurance, and is involved in alumni organizations.