Financial Advisor Gilbert Mercado

Gilbert Mercado - CSA RFC® EA CBC MRFC CFS CES

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About Gilbert



My Profile

Introduction

Gilbert Mercado EA, RFC, CFS, CES, CSA, CBC has been in the financial planning and wealth management business for several years. Since 2003, Mr. Mercado has been helping clients in tax planning and preparation, wealth management, financial planning, investments and retirement planning. He is President of the Money Concepts Financial Planning Center in Del Rio, Texas and is a licensed Registered Representative with Money Concepts Capital Corp. He is also an Enrolled Agent,  Registered Financial Consultant, Certified Fund Specialist. Certified Estate and Trust Specialist, Certified Senior Advisor and Chartered Benefit Consultant. In addition, he has extensive training in bookkeeping and as an income tax professional.

 

My History

History

After establishing a successful bookkeeping and income tax practice, we realized that many of our clients were in need of additional assistance in managing their investments, retirement planning and financial planning. Concerned that our client's need would not be met, we decided to integrate financial planning and wealth management services to our practice through an independent advisors agreement with Money Concepts.

Today, our practice offers clients a holistic wealth management and financial planning service including bookkeeping, tax preparation and planning, wealth management and advisory services, financial planning, retirement planning, life and health insurance and much more through a vast array of investment and insurance products, though Money Concepts Capital Corp. Through an affiliation agreement with Border Federal Credit Union; we also provide wealth management and financial planning services to credit union members at all branches of the credit union including Del Rio and Eagle Pass, Texas and Laughlin Air Force Base. We also offer assistance and oversight to several Money Concepts associates working out of our financial planning center. Besides working with individual clients and businesses, Mr. Mercado also conducts educational public seminars on various financial topics and writes financial articles for the Del Rio News Herald.

Education

Education

Gilbert Mercado EA, RFC, CFS, CES, CSA. CBC attended Sul Ross State University where he earned a Bachelor's of Applied Science in Organizational Leadership. He has also earned multiple industry designations including:
 

  • The Enrolled Agent (EA) deisgnation from the Internal Revenue Service (IRS).
  • The Registered Financial Consultant (RFC) designation from the International Association for Registered Financial Consultants.
  • The Certified Fund Specialist (CFS) designation from the Institute of Business and Finance.
  • The Certified Estate and Trust Specialist (CES) designation from the Institute of Business and Finance.
  • The Certified Senior Advisor (CSA) designation from the Society of Certified Senior Advisors
  • The Chartered Benefit Consultant (CBC) designation from the National Association of Alternative Benefit Consultants.

He is also a graduate of the National Tax Training School Federal Income Tax Course.

Achievements

Licenses Held

Gilbert Mercado EA, RFC, CFS, CES, CSA. CBC holds the following licenses:

  • Series 6-Mutual Funds and Variable Products
  • Series 7- General Securities Representative
  • Series 22- Direct Participation Programs/ Alternative Investments
  • Series 63- Uniform Securities Agent State law Examination
  • Series 65-Uniform Investment Adviser Law
  • Texas Life. Accident and Health Insurance

Achievements

Gilbert Mercado EA, RFC, CFS, CES, CSA, CBC has been named the 2008 Southwest Texas Region Financial Planner of the Year and the Southwest Texas Region 2009, 2010 and 2011 Money Concepts International Planner of the Year. He is also a member of the Money Concepts Millionaires (2009), Century (2008, 2011, 2015) and Professionals Clubs (2012, 2014).He was most recently named to the Money Concepts Eagles Club (2016).

Interests and Activities

Activities & Interests

Gilbert is married to lrmarie Mercado. They reside in Del Rio with their four children. Gilbert enjoys camping and taking in nature at Amistad Lake, as well as, reading books of all genres. He also enjoys working to improve the community and has been active in many capacities in various civic organizations including the Del Rio Rotary Club, the Val Verde Child Welfare Board, the Del Rio Host Lions Club, the Del Rio Chamber of Commerce, the Del Rio Hispanic Chamber of Commerce and the Eagle Pass Chamber of Commerce.


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Gilbert Mercado is an independent contractor of Money Concepts
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