Becky Mathre, financial advisor Houston TX
83 score

Becky Mathre

CRD 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 32 years of experience in the finance industry.

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Company Name Location Dates Years
D. H. Hill Securities, Lllp Humble, TX Nov 2010 - Current 6
Asset Management Advisors Inc. Houston, TX Aug 1986 - Current 30
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Becky L. Mathre
Phone Number: 713-977-9600
Firm Website: https://taxaware.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    300
    MILLIONS
  • Total Number of Accounts
    1,110
    ACCOUNTS
  • Average Account Value
    $270,428
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, TX

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BADGES
83

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