Wilson BorenCRD 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.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|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|
Total Assets Under Management2,793MILLIONS
Total Number of Accounts1,502ACCOUNTS
Average Account Value$1,859,812
- A percentage of assets under your management
- 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)
CA, CO, FL, LA, TX
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