Archie Ponce, CFP
Optima Asset Management Inc.
Certified Financial Planner in Dallas, TX
http://www.optimaassetmgt.com/
Address:8144 Walnut Hill Ln Ste 1180
Dallas, TX 75231
About Archie Ponce
Archie Ponce is a financial professional at Optima Asset Management Inc. located in Dallas, Texas. Archie Ponce holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Archie Ponce provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Archie Ponce8144 Walnut Hill Ln Ste 1180
Dallas, TX 75231
Phone Number:
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Website:
http://www.optimaassetmgt.com/
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