Avalon Investment & Advisory

Avalon Investment & Advisory (CRD# 112556) is a financial advisory firm headquartered in Houston, TX. They manage $8,381,714,741 in 5,107 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,382
    MILLION
  • Total Number of Accounts
    5,107
    ACCOUNTS
  • Average Account Value
    $1,641,221
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VT, WA, WI, WV, WY

Financial Advisors at Avalon Investment & Advisory
Showing 1 - 10 of 26 top financial advisors.
1
Christopher D. Carter
CRD#: 2143036
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Christopher Carter (CRD# 2143036) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 30 years of experience in the finance industry.

2
Joanna J. Fetter
CRD#: 6288736
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Joanna Fetter (CRD# 6288736) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 8 years of experience in the finance industry.

3
Harry M. Flavin
CRD#: 4344740
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Harry Flavin (CRD# 4344740) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has 1 year of experience in the finance industry.

4
Ryan W. Fletcher
CRD#: 4428680
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Ryan Fletcher (CRD# 4428680) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 10 years of experience in the finance industry.

5
Nicolas F. Hurst
CRD#: 6849842
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Nicolas Hurst (CRD# 6849842) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 4 years of experience in the finance industry.

6
David J. Jesulaitis
CRD#: 5044912
2929 Allen Parkway, Ste 3000, Houston, TX 77019

David Jesulaitis (CRD# 5044912) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 16 years of experience in the finance industry.

7
Willie T. Langston
CRD#: 1441946
2929 Allen Pkwy Ste 3000, Houston, TX 77019

Willie Langston (CRD# 1441946) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 25 years of experience in the finance industry.

8
Henry J. Lartigue
CRD#: 2003032
2929 Allen Parkway, Ste 3000, Houston, TX 77019

Henry Lartigue (CRD# 2003032) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 27 years of experience in the finance industry.

9
Kevin J. Lilly
CRD#: 1937298
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Kevin Lilly (CRD# 1937298) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 10 years of experience in the finance industry.

10
Jessica F. Lim
CRD#: 3115729
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Jessica Lim (CRD# 3115729) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 15 years of experience in the finance industry.

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