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Adolfo Sotomayor

Wealth Advisor
TDECU Wealth Advisors
Adolfo Sotomayor

Adolfo Sotomayor
Wealth Advisor
(361) 580-9696
ASotomayor@tdecu.org

Adolfo has spent most of his professional career in the Financial Services industry serving in both, management and individual producing roles. By virtue of having been born and raised in South America he is fully bilingual in Spanish.He strongly believes his hard-working clients deserve to have a goals-based and values-rooted financial advisory relationship to help them improve, build and preserve their wealth for generations to come. Adolfo is fully committed to guide them along this path. He earned a Bachelor’s and Master's degrees in Finance and he is also series 7, 66, 24 and Life and Health Insurance certified.

Adolfo serves the following Member Centers:

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC).

Insurance products are offered through LPL or its licensed affiliates. TDECU and TDECU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TDECU Wealth Advisors, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TDECU or TDECU Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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