Mbr Financial

Mbr Financial (CRD# 168333) is a financial advisory firm headquartered in Houston, TX. They manage $625,801,382 in 1,086 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    626
    MILLION
  • Total Number of Accounts
    1,086
    ACCOUNTS
  • Average Account Value
    $576,244
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CO, FL, LA, NE, TX

Financial Advisors at Mbr Financial
Showing 1 - 5 of 5 top financial advisors.
1
Daniel J. Bender
CRD#: 1420428
2000 West Loop South, Suite 1510, Houston, TX 77027

Daniel Bender (CRD# 1420428) is an Investment Advisor Representative working at Mbr Financial in Houston, TX and has over 34 years of experience in the finance industry.

2
Alfred B. Brady
CRD#: 2147873
2000 West Loop South, Suite 1510, Houston, TX 77027

Alfred Brady (CRD# 2147873) is an Investment Advisor Representative working at Mbr Financial in Houston, TX and has over 29 years of experience in the finance industry.

3
Christopher G. Dyson
CRD#: 5552689
2000 West Loop South, Suite 1510, Houston, TX 77027

Christopher Dyson (CRD# 5552689) is an Investment Advisor Representative working at Mbr Financial in Houston, TX and has over 8 years of experience in the finance industry. Christopher Dyson 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.

4
Mary K. Margolis
CRD#: 2203255
2000 West Loop South, Suite 1510, Houston, TX 77027

Mary Margolis (CRD# 2203255) is an Investment Advisor Representative working at Mbr Financial in Houston, TX and has over 28 years of experience in the finance industry. Mary Margolis 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.

5
Suresh Raghavan
CRD#: 4721021
2000 West Loop South, Suite 1510, Houston, TX 77027

Suresh Raghavan (CRD# 4721021) is an Investment Advisor Representative working at Mbr Financial in Houston, TX and has over 13 years of experience in the finance industry.

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