Wilson Boren, financial advisor Houston TX

Wilson Boren

CRD Number: 7429527
Current Firm: Texas Capital Bank Private Wealth Advisors

Wilson Boren (CRD# 7429527) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Houston, TX and has 1 year of experience in the finance industry.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Texas Capital Bank Private Wealth Advisors Houston, TX Jul 2021 - Current 1
Texas Capital Bank Houston, TX Jul 2021 - Current 1
Bbva Usa Houston, TX Aug 2020 - Jul 2021 < 1
Bbva Usa Houston, TX Mar 2018 - Aug 2020 2
Cougar Investment Fund, LLC Houston, TX Aug 2017 - Aug 2018 1
University Of Houston Houston, TX Jan 2016 - Aug 2018 2
Spec's Wine, Spirits & Finer Foods Houston, TX Mar 2015 - Dec 2015 < 1
Texas A&m University College Station, TX Sep 2010 - Dec 2014 4

Wilson Boren has no recent exams reported.
Contact Info for Wilson M. Boren
Phone Number: 214-210-3092
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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


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