Esmond M Pabilona
Investment adviser representative at Wela Financial Advisory
6 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$657.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
6 years in the industry.
- Wela Financial AdvisoryMar 2019 to now
- Brent Forrest & Associates, LLCOct 2018 to now
- Purshe Kaplan Sterling InvestmentsJan 2019 to Nov 2020
- UnemployedAug 2018 to Oct 2018
- Mercer Global Advisors Inc.Jul 2017 to Aug 2018
- AXA Advisors, LLCJun 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wela Financial Advisory
Legal name: Brent Forrest & Associates, L.L.C.
$657.1MAssets managed
446Clients
6Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6140457
- Firm CRD
- 126266