Sunbelt Securities

Sunbelt Securities (CRD# 42180) is a financial advisory firm headquartered in Houston, TX. They manage $419,724,049 in 1,767 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    420
    MILLION
  • Total Number of Accounts
    1,767
    ACCOUNTS
  • Average Account Value
    $237,535
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IA, IL, KY, LA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Sunbelt Securities
Showing 1 - 10 of 54 top financial advisors.
1
Belinda G. Aucoin
CRD#: 1756536
Houston, TX 77056

Belinda Aucoin (CRD# 1756536) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 31 years of experience in the finance industry. Belinda Aucoin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kenneth R. Barry
CRD#: 1559982
Houston, TX 77056

Kenneth Barry (CRD# 1559982) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 26 years of experience in the finance industry.

3
Charles W. Bingham
CRD#: 4877997
Houston, TX 77056
Charles Bingham (CRD# 4877997) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 11 years of experience in the finance industry. Charles Bingham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
4
Thomas P. Brashear
CRD#: 1915838
Dallas, TX 75240

Thomas Brashear (CRD# 1915838) is an Investment Advisor Representative working at Sunbelt Securities in Dallas, TX and has over 30 years of experience in the finance industry.

5
Cheryl D. Brown
CRD#: 2915370
Houston, TX 77056

Cheryl Brown (CRD# 2915370) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has 1 year of experience in the finance industry.

6
Cecil B. Byers
CRD#: 809253
Beaumont, TX 77702

Cecil Byers (CRD# 809253) is an Investment Advisor Representative working at Sunbelt Securities in Beaumont, TX and has over 31 years of experience in the finance industry.

7
Brock A. Carlin
CRD#: 5455808
Houston, TX 77056

Brock Carlin (CRD# 5455808) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 11 years of experience in the finance industry. Brock Carlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Elizabeth E. Chamberlain
CRD#: 6727380
Houston, TX 77056

Elizabeth Chamberlain (CRD# 6727380) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 2 years of experience in the finance industry.

9
Jonathan N. Chamberlain
CRD#: 6727400
Houston, TX 77056

Jonathan Chamberlain (CRD# 6727400) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 2 years of experience in the finance industry.

10
Richard N. Chamberlain
CRD#: 3121440
Houston, TX 77056

Richard Chamberlain (CRD# 3121440) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 20 years of experience in the finance industry. Richard Chamberlain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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