Donna Binion, financial advisor Houston TX
93 score

Donna Binion

CRD Number: 3081152
Current Firm: Sanders Morris Harris LLC

Donna Binion (CRD# 3081152) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Houston, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Sanders Morris Harris Inc. Houston, TX Jan 2011 - Current 5
King Investment Advisors Houston, TX Jul 2010 - Dec 2010 < 1
Lpl Financial Houston, TX Dec 2008 - Jul 2010 1
Not Employed Houston, TX Aug 2008 - Dec 2008 < 1
Quasar Distributors, LLC Milwaukee, WI Mar 2002 - Jul 2008 6
Lighthouse Capital Management Houston, TX Oct 2001 - Jul 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
Contact Info for Donna H. Binion
Phone Number: 713-224-3100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    301
    MILLIONS
  • Total Number of Accounts
    2,502
    ACCOUNTS
  • Average Account Value
    $120,284
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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