Brandon Lawrence Gomez

Wela Financial Advisory

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning

Wela Financial Advisory

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

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.

Employment History

Current Registrations

Wela Financial Advisory

June 2022 - Present · 3 yrs 8 mos

Previous Registrations

Cetera Investment Services LLCBroker

June 2019 - August 2020 · 1 yr 2 mos

Foresters Financial Services, INC.Broker

March 2019 - June 2019 · 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.