This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Offering advice since: 1979
Areas of focus:
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Gilbert Mercado:
Gilbert Mercado CSA, CBC has been in the financial planning and wealth management business for several years. He is President of the Money Concepts Financial Planning Center in Del Rio Texas and is a licensed Registered Representative with Money Concepts Capital Corp. He is also a Certified Senior Advisor and Chartered Benefit Consultant. In addition, he has extensive training as an accounting and tax professional.
Since 2003, Mr. Mercado has been assisting clients in tax planning, wealth management, financial planning, investments and retirement planning. In addition to working with individual clients and businesses, Mr. Mercado conducts educational public seminars on various financial topics and writes financial articles for the Del Rio News Herald.
Compensation and Fee Structures:
Licenses, Certifications & Affiliations:
* Series 6 - Mutual Funds and Variable Products
* Series 22 - Direct Participation Programs/ Alternative Investments
* Series 63 - Uniform Securities Agent State Law Examination
* Series 65 -Uniform Investment Adviser Law
* Texas Life, Accident and Health Insurance
Gilbert Mercado CSA, CBC is licensed to sell and/or discuss securities products only to residents of Texas
Gilbert Mercado CSA, CBC is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in Texas
Gilbert Mercado CSA, CBC is licensed to sell and/or discuss insurance products only to residents of Texas
Gilbert Mercado CSA, CBC has attended Bee County College and Jefferson Community College with a concentration in Business Management. He has earned the Certified Senior Advisor designation from the Society of Senior Advisors and the Chartered Benefit Consultant designation from the National Association of Alternative Benefit Consultants. He is also a graduate of the National Tax Training School Federal Income Tax Course.
Foreign Languages spoken:
Will provide references upon request?
Further information about Money Concepts:
(Size of firm: 0-9 advisors)
After establishing a successful accounting and tax practice, which has served the Del Rio, Eagle Pass and surrounding communities for several years, I realized that many of our clients were in need of additional assistance in managing their investments, retirement planning and financial planning. Concerned that the client's needs would not be met, we decided to integrate financial planning and wealth management services to our practice through an independent advisors agreement with Money Concepts.
Today, our practice offers clients a holistic wealth management and financial planning service including accounting, tax preparation and planning, wealth management and advisory services, financial planning, retirement planning, life and health insurance and much more through a vast array of investment and insurance products. Through an affiliation agreement with Border Federal Credit Union, we also provide wealth management and financial planning services to credit union members at all branches of the credit union including, Del Rio, Eagle Pass and Laughlin Air Force Base. We also offer assistance and oversight to several Money Concepts associates working out of our financial planning center.
All securities through Money Concepts Capital Corp. Member FINRA/SIPC
Contact Information for Gilbert Mercado
Phone: 830 775 4800
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Fax: 830 775 4850
Address for Gilbert Mercado:
1200 Ave C
Del Rio, TX, 78840
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