Abraham Eli Marquez

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 10/2016
  Bbtis
  Houston, TX
• 10/2016 → 07/2019
  Compass Bank
  Birmingham, AL
• 10/2016 → 07/2019
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 10/2016 → 07/2019
  Bbva Securities Inc.
  Harlingen, TX
• 06/2014 → Present
  G & M Truck Center
  Houston, TX
• 10/2016 → 07/2019
  Bbva Wealth Solutions Inc.
  Harlingen, TX
• 07/2019 → Present
  Cetera Investment Advisers Llc
  Mcallen, TX
• 07/2019 → Present
  Cetera Investment Services Llc
  St. Cloud, MN

Previous Registrations

• 2016-10-18 → 2019-07-29
  Pnc Managed Account Solutions, Inc.
  Harlingen, TX
  Harlingen, TX
• 2016-01-13 → 2016-10-03
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Austin, TX
  Houston, TX
  Selma, TX
  Katy, TX
  San Antonio, TX
• 2014-09-03 → 2016-01-25
  Lpl Financial Llc
  Richmond, TX
  Houston, TX
  Mcallen, TX
• 2014-04-25 → 2014-09-17
  Pnc Managed Account Solutions, Inc.
  Houston, TX

Other Businesses

1)RENTAL PROPERTY. 100% OWNER. 2) PREMIER KINGDOM ADVISORS, LLC, PASS THROUGH LLC FOR CETERA INVESTMENT AND INSURANCE BUSINESS, OFFER PROPERTY AND CASUALTY INSURANCE THROUGH HOME, AUTO, COMMERCIAL PROPERTY AND COMMERCIAL VEHICLE POLICIES. 3) INSURANCE BENEFITS CONSULTING DBA PURO ASEGURO INC BENEFIT ENROLLVER/COUNSELOR ANSWERING QUESTIONS OF SCHOOL FACULTY MEMBERS ABOUT VISION DENTAL, HEALTH AND LIFE INSURANCE 15/HRS/WK 4) COMMERCIAL AND RETAIL LOAN REFERRALS THROUGH EVERSTREAM CAPITAL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-18
• S63 Uniform Securities Agent State Law Examination
  2011-11-17

Other Names

• Abraham E Marquez
• Abe Marquez
• Abraham E. Marquez
• Abraham Marquez