Becky MathreCRD Number: 1269073
Current Firm: Asset Management Advisors Inc.
Becky Mathre (CRD# 1269073) is an Investment Advisor Representative working at Asset Management Advisors Inc. in Houston, TX and has over 33 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|D. H. Hill Securities, Lllp||Humble, TX||Nov 2010 - Current||6|
|Asset Management Advisors Inc.||Houston, TX||Aug 1986 - Current||31|
|Multi-financial Securities Corporation||Denver, CO||Jul 2007 - Nov 2008||1|
|Legacy Financial Services, Inc.||Petaluma, CA||Feb 1998 - Jul 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Oct 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management300MILLIONS
Total Number of Accounts1,110ACCOUNTS
Average Account Value$270,428
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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