Gilbert Ray Zepeda

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 10/2010 → 01/2024
  Woodbury Financial Services, Inc
  Fort Worth, TX
• 01/2024 → Present
  Osaic Wealth, Inc.
  Plano, TX

Previous Registrations

• 2010-10-08 → 2024-01-19
  Woodbury Financial Services, Inc.
  Fort Worth, TX
  Mckinney, TX
  Fort Worth, TX
  Weatherford, TX
  Mckinney, TX
  Plano, TX
  Dallas, TX
• 2009-10-27 → 2010-10-01
  Wfg Advisors, Lp
  Fort Worth, TX
• 1989-11-19 → 2009-10-28
  Osaic Wealth, Inc.
  Ft. Worth, TX
  Ft Worth, TX

Other Businesses

LEGACY INVESTMENT SERVICES, INC. POSITION: SENIOR PARTNER NATURE: CORPORATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/02/2020 ADDRESS: 5700 Tennyson Parkway, Suite 300, Plano TX 75024, United States DESCRIPTION: Duties include participation in scheduled marketing, branding and educational activities with other partners within the organization. The purpose is to improve the efficiency and effectiveness of each partners investment and insurance practices. This activity is designed to provide a brand name from which to market my securities and insurance practice. Therefore, We utilize print and website advertising materials displaying this brand name.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-04-24