Managed Financial Services Corp Inc.

Managed Financial Services Corp Inc. (CRD# 109806) is a financial advisory firm headquartered in Houston, TX. They manage $56,655,508 in 358 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $158,256
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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, NC, TX

Financial Advisors at Managed Financial Services Corp Inc.
Showing 1 - 7 of 7 top financial advisors.
1
John W. Cook
CRD#: 1452978
10330 Lake Road, Suite U, Houston, TX 77070

John Cook (CRD# 1452978) is an Investment Advisor Representative working at Managed Financial Services Corp Inc. in Houston, TX and has over 38 years of experience in the finance industry.

2
Steven B. Hobbs
CRD#: 4061817
10330 Lake Road, Suite U, Houston, TX 77070

Steven Hobbs (CRD# 4061817) is an Investment Advisor Representative working at Managed Financial Services Corp Inc. in Houston, TX and has over 24 years of experience in the finance industry.

3
Joi C. Murphy
CRD#: 3072454
10330 Lake Road, Suite U, Houston, TX 77070

Joi Murphy (CRD# 3072454) is an Investment Advisor Representative working at Managed Financial Services Corp Inc. in Houston, TX and has over 24 years of experience in the finance industry.

4
Anthony W. Sumrall
CRD#: 4919922
10330 Lake Road, Suite U, Houston, TX 77070

Anthony Sumrall (CRD# 4919922) is an Investment Advisor Representative working at Managed Financial Services Corp Inc. in Houston, TX and has over 18 years of experience in the finance industry.

5
Richard H. Walker
CRD#: 2320934
10330 Lake Road, Suite U, Houston, TX 77070

Richard Walker (CRD# 2320934) is an Investment Advisor Representative working at Managed Financial Services Corp Inc. in Houston, TX and has over 31 years of experience in the finance industry.

6
Jonathan D. Elston
CRD#: 7141322
10330 Lake Road, Suite U, Houston, TX 77070

Jonathan Elston (CRD# 7141322) is an Investment Advisor Representative working at Managed Financial Services Corp Inc. in Houston, TX and has over 4 years of experience in the finance industry.

7
Terence W. King
CRD#: 7066241
10330 Lake Road, Suite U, Houston, TX 77070

Terence King (CRD# 7066241) is an Investment Advisor Representative working at Managed Financial Services Corp Inc. in Houston, TX and has over 4 years of experience in the finance industry.

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