Clovis Van Houten (CRD# 3183248) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Port Neches, TX and has over 25 years of experience in the finance industry.
CRD# 5361355
Stifel, Nicolaus & Company, Incorporated
CRD# 2039337
Primerica Advisors
CRD# 5908228
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2023 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2022 - Current | 1 |
| Lpl Financial LLC | Beaumont, TX | Jun 2019 - Jun 2022 | 3 |
| Summit Brokerage Services, Inc. | Port Neches, TX | Oct 2016 - Jun 2019 | 2 |
| Securities America Inc. | West Orange, FL | Dec 2014 - Oct 2016 | 1 |
| Sws Financial Services | Nederland, TX | Feb 2005 - Dec 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
| S63 | Uniform Securities State Law Examination | Mar 1999 |
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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