Cetera Investment Advisers
47yrs
Top advisor by experience in Lubbock
19yrs
Daniel Robles
Financial advisor at Vision Wealth Advisors
Daniel Robles has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Lubbock, Texas. Daniel has been with Vision Wealth Advisors since 2021; before that, Daniel spent three years at Edward Jones. Vision Wealth Advisors offers investment management and is paid through a percentage of assets.
One of 238 advisors with offices in Lubbock, and one of 213 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 62% of advisors in Texas
Office11912 Slide Rd. Suite B, Lubbock, TX 79424
How the firm is paid ?Percent of assets
Typical client at the firm ?$57,734
States licensed ?1 state
Services through Vision Wealth Advisors
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowVision Wealth Advisors LLCCurrent firm
- 2011 – 2020Vision Wealth Advisors LLCPreviously
- 2008 – 2011Edward JonesPreviously
Contact Daniel
(806) 553-2800Vision Wealth Advisors main office 11912 Slide Rd. Suite BLubbock, TX 79424Office · Get directions Facebook pageVision Wealth Advisors
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Vision Wealth Advisors at (806) 553-2800 and ask for Daniel Robles. Daniel works from the Lubbock, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 19 years. More experience than 62% of advisors in Texas.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Vision Wealth Advisors reports being paid by a percentage of the assets they manage. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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