B & V Advisors, LLC

B & V Advisors, LLC (CRD# 148810) is a financial advisory firm headquartered in Houston, TX. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • 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.

TX

Financial Advisors at B & V Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
James S. Awalt
CRD#: 4466664
9 Greenway Plaza, Suite 1700, Houston, TX 77046
93
Wealthminder
score

James Awalt (CRD# 4466664) is an Investment Advisor Representative working at B & V Advisors, LLC in Houston, TX and has over 16 years of experience in the finance industry.

2
John C. Flatowicz
CRD#: 4466905
9 Greenway Plaza, Suite 1700, Houston, TX 77046
93
Wealthminder
score

John Flatowicz (CRD# 4466905) is an Investment Advisor Representative working at B & V Advisors, LLC in Houston, TX and has over 16 years of experience in the finance industry.

3
Mark R. Schaaf
CRD#: 4461660
9 Greenway Plaza, Suite 1700, Houston, TX 77046
93
Wealthminder
score

Mark Schaaf (CRD# 4461660) is an Investment Advisor Representative working at B & V Advisors, LLC in Houston, TX and has over 16 years of experience in the finance industry.

4
Gary P. Trochta
CRD#: 4470133
9 Greenway Plaza, Suite 1700, Houston, TX 77046
93
Wealthminder
score

Gary Trochta (CRD# 4470133) is an Investment Advisor Representative working at B & V Advisors, LLC in Houston, TX and has over 16 years of experience in the finance industry.

5
John J. Veselka
CRD#: 4466554
9 Greenway Plaza, Suite 1700, Houston, TX 77046
93
Wealthminder
score

John Veselka (CRD# 4466554) is an Investment Advisor Representative working at B & V Advisors, LLC in Houston, TX and has over 16 years of experience in the finance industry.

6
Charles F. Weller
CRD#: 4466981
9 Greenway Plaza, Suite 1700, Houston, TX 77046
93
Wealthminder
score

Charles Weller (CRD# 4466981) is an Investment Advisor Representative working at B & V Advisors, LLC in Houston, TX and has over 16 years of experience in the finance industry.

7
Xin Xin
CRD#: 6902104
9 Greenway Plaza, Suite 1700, Houston, TX 77046
90
Wealthminder
score

Xin Xin (CRD# 6902104) is an Investment Advisor Representative working at B & V Advisors, LLC in Houston, TX and has 1 year of experience in the finance industry. Xin Xin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Adam J. Dimmick
CRD#: 6883971
9 Greenway Plaza, Suite 1700, Houston, TX 77046
87
Wealthminder
score

Adam Dimmick (CRD# 6883971) is an Investment Advisor Representative working at B & V Advisors, LLC in Houston, TX and has 1 year of experience in the finance industry.

9
Jason B. Sharp
CRD#: 6752834
9 Greenway Plaza, Suite 1700, Houston, TX 77046
87
Wealthminder
score

Jason Sharp (CRD# 6752834) is an Investment Advisor Representative working at B & V Advisors, LLC in Houston, TX and has 1 year of experience in the finance industry.

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