Brede KlefosCRD Number: 704008
Current Firm: Sanders Morris Harris LLC
Brede Klefos (CRD# 704008) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Houston, TX and has over 42 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Sanders Morris Harris LLC||Houston, TX||May 2017 - Current||5|
|Wunderlich Securities, Inc.||Memphis, TN||Dec 2012 - Current||9|
|Sanders Morris Mundy Inc.||Houston, TX||Jun 1996 - Dec 2012||16|
|Smh Capital Advisors Inc.||Houston, TX||Jun 1996 - Dec 2012||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1980|
|S65||NASAA Investment Advisors Law Examination||Mar 1994|
Total Assets Under Management648MILLIONS
Total Number of Accounts529ACCOUNTS
Average Account Value$1,224,529
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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