Unclaimed Profile

Omar Akhil

SAN ANTONIO CAPITAL MANAGEMENT, LLC·SAN ANTONIO, Texas

Series 65Clean record13 years registeredSAN ANTONIO CAPITAL MANAGEMENT, LLC

7373 BROADWAY, SAN ANTONIO, TX 78209CRD# 6018581Firm CRD# 150508

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Omar Akhil · SAN ANTONIO, TX

Registration

CRD #6018581 · SAN ANTONIO CAPITAL MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

VAULKSHIRE INVESTMENT ADVISORS

Jun 2015 – present

MATTERHORN CAPITAL MANAGEMENT, LLC

Mar 2014 – Jun 2015

SAN ANTONIO, TX

SAN ANTONIO CAPITAL MANAGEMENT, LLC

Nov 2012 – Sep 2013

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 20, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TPB WEALTH ADVISORS, LLC

CRD 150508 · SEC 801-70282

Employees

Total firm employees

Services offered by TPB WEALTH ADVISORS, LLC

Per Form ADV

Other

View all advisors at TPB WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Omar Akhil offer?

Omar Akhil is a registered financial advisor in SAN ANTONIO, Texas. Contact their office for details on services offered.

What are Omar Akhil's credentials?

Omar Akhil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Omar Akhil located?

Omar Akhil is based in SAN ANTONIO, Texas, working with SAN ANTONIO CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Omar Akhil charge for services?

Omar Akhil's firm is compensated through other: none. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAN ANTONIO CAPITAL MANAGEMENT, LLC?

SAN ANTONIO CAPITAL MANAGEMENT, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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Research

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