Marty Harari, financial advisor Houston TX

Marty Harari

CRD Number: 236619
Current Firm: Sunbelt Securities

Marty Harari (CRD# 236619) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 41 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Sunbelt Securities Inc. Houston, TX Jul 2017 - Current 5
Wfg Advisors, Inc. Dallas, TX Apr 2003 - Aug 2017 14
The (wilson) Williams Financial Group Dallas, TX May 1991 - Aug 2017 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1980
S65 NASAA Investment Advisors Law Examination Sep 1994
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.

Get Details on the FINRA Advisor Check site
Contact Info for Marty Harari
Phone Number: 713-965-9510
Firm Website: http://www.jrpwc.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,145
    MILLIONS
  • Total Number of Accounts
    4,816
    ACCOUNTS
  • Average Account Value
    $237,835
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, IA, IL, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV, WY

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