James Pavlik, financial advisor Houston TX

James Pavlik

CRD Number: 4279213
Current Firm: Icon Wealth Partners, LLC

James Pavlik (CRD# 4279213) is an Investment Advisor Representative working at Icon Wealth Partners, LLC in Houston, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Houston, TX Sep 2020 - Current < 1
Icon Wealth Partners, LLC Houston, TX Jun 2020 - Current < 1
Avalon Wealth Management LLC Houston, TX Feb 2012 - Jun 2020 8
Avalon Advisors, LLC Houston, TX Mar 2008 - Jun 2020 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Apr 2006
Contact Info for James A. Pavlik
Phone Number: 713-904-5020
Firm Website: http://www.iconwp.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    852
    MILLIONS
  • Total Number of Accounts
    1,637
    ACCOUNTS
  • Average Account Value
    $520,672
Compensation Options
  • A percentage of assets under your management
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

LA, TX

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