Lavada Waters (CRD# 4258820) is an Investment Advisor Representative working at Inscription Capital, LLC in Houston, TX and has over 23 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2019 - Current | 5 |
| Inscription Capital, Llc Dba Sound Post Capital | 2925 Richmond Avenue, TX | Oct 2018 - Current | 5 |
| Lifeway Resources | Katy, TX | Aug 2018 - Nov 2018 | < 1 |
| Unemployed | Katy, TX | Feb 2018 - Aug 2018 | < 1 |
| Procom Services For Atlantic T | Houston, TX | Dec 2017 - Feb 2018 | < 1 |
| Heidrick & Stuggles | Houston, TX | Aug 2017 - Dec 2017 | < 1 |
| Unemployed | Katy, TX | May 2017 - Aug 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston, TX | Nov 2007 - May 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
- TX
-
Total Assets Under Management1,277MILLIONS
-
Total Number of Accounts1,203ACCOUNTS
-
Average Account Value$1,061,275
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, LA, MA, MO, NY, PR, TN, TX, WA
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