Sunbelt Securities
Sunbelt Securities (CRD# 42180) is a financial advisory firm headquartered in Houston, TX. They manage $1,907,600,674 in 4,727 accounts and serve the financial needs of clients across 37 states (or territories).
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Total Assets Under Management1,908MILLION
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Total Number of Accounts4,727ACCOUNTS
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Average Account Value$403,554
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
Stanley Kerrick (CRD# 800441) is an Investment Advisor Representative working at Sunbelt Securities in Lexington, KY and has over 40 years of experience in the finance industry.
Matthew Knauss (CRD# 5967992) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 12 years of experience in the finance industry.
Bradley Lakner (CRD# 4167521) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 23 years of experience in the finance industry.
Michael Lewis (CRD# 5627656) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 11 years of experience in the finance industry.
Roy Longoria (CRD# 4477369) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 22 years of experience in the finance industry.
Ryan McDonnell (CRD# 5470635) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 14 years of experience in the finance industry.
Christopher Metscher (CRD# 3230689) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 24 years of experience in the finance industry.
Raymond Miller (CRD# 856248) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 36 years of experience in the finance industry.
Shelley Morrison-Phelps (CRD# 2142324) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 32 years of experience in the finance industry.
James Nakfoor (CRD# 2205978) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 5 years of experience in the finance industry.