Patricia Somoza

from 5151 Advisors, LLC
SEC regulated
Regulated Investment Advisor
Patricia Somoza is a financial advisor based in Texas, Houston, with 24 years of experience. Patricia currently works for 5151 Advisors, LLC. Patricia maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Patricia Somoza works at 5151 Advisors, LLC
5151 Advisors, LLC is a financial advisory firm based in Houston, Texas. It currently has approximately $93,748,905 of assets under management and employs about 1 people. 5151 Advisors, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
14 years
Fee structure
and a percentage of assets under your management
Office location
777 South Post Oak Lane - One Riverway, Suite 1700, Houston, Texas, 77056

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