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.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Avidian Wealth Solutions, LLC
CRD# 5462249
Nxt:gen Financial Planning
| 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 |
- TX
-
Total Assets Under Management2,793MILLIONS
-
Total Number of Accounts1,502ACCOUNTS
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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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