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    • About
      • About Financial Colors
      • About LPL Financial
      • Meet Our Team
      • Our Services
      • Start Investing
      • Refer Us
      • Schedule Meeting
      • News, Media, Research
      • Information & Resources
      • Join Our Team
      • LPL Weekly Commentary
    • Become A Client
      • Become A Client
      • Start Investing Online
      • Purchase Life Insurance
    • Refer Us
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      • GWP Login
      • Right Capital
      • Fidelity
      • AdvicePay
    • Contact Us
  • Home
  • About
    • About Financial Colors
    • About LPL Financial
    • Meet Our Team
    • Our Services
    • Start Investing
    • Refer Us
    • Schedule Meeting
    • News, Media, Research
    • Information & Resources
    • Join Our Team
    • LPL Weekly Commentary
  • Become A Client
    • Become A Client
    • Start Investing Online
    • Purchase Life Insurance
  • Refer Us
  • Client Login
    • LPL Account View
    • GWP Login
    • Right Capital
    • Fidelity
    • AdvicePay
  • Contact Us

Meet our Team

Megan Smith

Michael Jimenez, CRPC®, CLF®

Kimberly Rodriguez

Executive Administrative Assistant

  Apollo Beach, FL Ph# (813) 603-4441  

 Dallas, TX Ph: (469) 502-3558

About Megan

Kimberly Rodriguez

Michael Jimenez, CRPC®, CLF®

Kimberly Rodriguez

Wealth Advisor 

San Antonio, TX Ph# (210) 393-2147 

Dallas, TX Ph: (469) 502-3552 

About Kimberly

JOEL MARIUS, RFC® - Founder

Michael Jimenez, CRPC®, CLF®

Michael Jimenez, CRPC®, CLF®

Investment Executive & Wealth Advisor

  Apollo Beach, FL Ph# (813) 603-4441  

Dallas, TX Ph: (469) 502-3552 

About Joel

Michael Jimenez, CRPC®, CLF®

Michael Jimenez, CRPC®, CLF®

Michael Jimenez, CRPC®, CLF®

Wealth Advisor

  San Antonio, TX Ph# (210) 508-0369

 Dallas, TX Ph: (469) 502-3558

About Michael

 

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC.


Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, IL, LA, MA, MD, OK, TX, WA.

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