Cypress Wealth Advisors, LLC

Cypress Wealth Advisors, LLC (CRD# 166414) is a financial advisory firm headquartered in Shavano Park, TX. They manage $60,541,171 in 255 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4358 Lockhill Selma Rd, Ste 310, Shavano Park, TX 78249
http://www.cypresswealthadvisors.com
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $237,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Cypress Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Parker, financial advisor Shavano Park TX
Steven R. Parker
CRD#: 4825890
4358 Lockhill Selma Rd, Ste 310, Shavano Park, TX 78249

Steven Parker (CRD# 4825890) is an Investment Advisor Representative working at Cypress Wealth Advisors, LLC in Shavano Park, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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