Gilbert Mercado

Network Director @Money Concepts

Del Rio, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2017 — Present

Network Director @Money Concepts

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Providing mentoring and development opportunities to individuals seeking to join Money Concepts as independent financial advisors or those seeking employment opportunities within our existing team. If you are a CPA, Enrolled Agent or Tax Professional seeking to add Financial Services to your practice, we can help you overcome the obstacles and guide you to success.

EDUCATION

1985 — 1987

John Bowne High School

High School Diploma, High School Diploma

2012 — 2014

Sul Ross State University

Bachelor of Applied Science (B.A.Sc.), Organizational Leadership

2012 — 2013

Southwest Texas Junior College

Associate of Arts (A.A.), General Studies

1995 — 1995

Bee County College

Criminal Justice and Corrections

N/A

Western Governors University

Master of Business Administration - MBA, Business Administration and Management, General

1987 — 1987

Jefferson Community College

Business/Commerce, General

2016 — 2019

Western Governors University

Master of Business Administration (M.B.A.), Business Administration and Management, General

SKILLS

RetirementPortfolio ManagementFinance401k RolloversPublic SpeakingInvestment StrategiesMarketingSeries 22WealthInvestments401kStrategic Financial PlanningEstate PlanningSeries 7Investment AdvisoryInsuranceWealth Management ServicesFinancial AnalysisSeries 65Financial PlannersSeries 63Life InsuranceTax PreparationAlternative InvestmentsFinancial AdvisoryAsset ManagementWealth ManagementStrategic PlanningMutual FundsSalesRetirement SolutionsTeam BuildingSeries 6IrasLong Term Care InsuranceCustomer ServiceRetirement PlanningWealth AccumulationFinancial PlanningIrs Enrolled Agent

ABOUT GILBERT MERCADO

Are you an advisor who is feeling disconnected from your broker dealer and are seeking to…

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