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
James Walker (CRD# 1456393) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 19 years of experience in the finance industry.
Dale White (CRD# 464901) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 40 years of experience in the finance industry.
Gregory Williamson (CRD# 727192) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 43 years of experience in the finance industry.
Dagny Young (CRD# 2050615) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 31 years of experience in the finance industry.
Hailey Zeiler (CRD# 6093905) is an Investment Advisor Representative working at Sunbelt Securities in Southlake, TX and has over 4 years of experience in the finance industry.
William Haggin (CRD# 7662116) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has 1 year of experience in the finance industry.
Stephen McBride (CRD# 1248015) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 39 years of experience in the finance industry.
Lagen McLachlan (CRD# 7504064) is an Investment Advisor Representative working at Sunbelt Securities in Westminster, CO and has over 2 years of experience in the finance industry.
Collin Metscher (CRD# 7411658) is an Investment Advisor Representative working at Sunbelt Securities in Westminster, CO and has over 2 years of experience in the finance industry.
Kenneth Shade (CRD# 3259826) is an Investment Advisor Representative working at Sunbelt Securities in Plano, TX and has over 24 years of experience in the finance industry.