Unclaimed Profile

Yvette Villanueva Barrera

QUEEN B ADVISORS, LLC·SAN ANTONIO, Texas

Series 655 years registeredQUEEN B ADVISORS, LLC

20650 STONE OAK PKWY, #100, SAN ANTONIO, TX 78258CRD# 7306089Firm CRD# 306413

Profile Verification

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

Identity

Yvette Villanueva Barrera · SAN ANTONIO, TX

Registration

CRD #7306089 · QUEEN B ADVISORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

FOUNDATIONS INVESTMENT ADVISORS LLC

Jan 2025 – present

TEXAS FINANCIAL ADVISORY

Oct 2020 – Dec 2024

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 23, 2020

Years registered · 5

Disclosure History

2024Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

QUEEN B ADVISORS, LLC

CRD 306413 · SEC 801-128701

AUM

$118M

Regulatory assets under management

Employees

633 client accounts

Services offered by QUEEN B ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at QUEEN B ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Yvette Villanueva Barrera offer?

Yvette Villanueva Barrera specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Yvette Villanueva Barrera's credentials?

Yvette Villanueva Barrera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Yvette Villanueva Barrera located?

Yvette Villanueva Barrera is based in SAN ANTONIO, Texas, working with QUEEN B ADVISORS, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Yvette Villanueva Barrera charge for services?

Yvette Villanueva Barrera's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUEEN B ADVISORS, LLC?

QUEEN B ADVISORS, LLC has approximately 7 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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