Mdx Wealth Management

Mdx Wealth Management (CRD# 161309) is a financial advisory firm headquartered in Houston, TX. They manage $34,396,006 in 88 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $390,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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.

CA, TX

Financial Advisors at Mdx Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Robert J. Voccola
CRD#: 455215
Upper Montclair, NJ
96
Wealthminder
score

Robert Voccola (CRD# 455215) is an Investment Advisor Representative working at Mdx Wealth Management in Upper Montclair, NJ and has over 27 years of experience in the finance industry.

2
James D. Jones
CRD#: 5894020
2211 Norfolk, Suite 1150, Houston, TX 77098
95
Wealthminder
score

James Jones (CRD# 5894020) is an Investment Advisor Representative working at Mdx Wealth Management in Houston, TX and has over 5 years of experience in the finance industry.

3
Nicole J. Pachar
CRD#: 5551367
2211 Norfolk, Suite 1150, Houston, TX 77098
95
Wealthminder
score
Nicole Pachar (CRD# 5551367) is an Investment Advisor Representative working at Mdx Wealth Management in Houston, TX and has over 4 years of experience in the finance industry.
4
Michael J. Allison
CRD#: 2305589
111 Rowland Place, Unit 2, Tyler, TX 75701
93
Wealthminder
score

Michael Allison (CRD# 2305589) is an Investment Advisor Representative working at Mdx Wealth Management in Tyler, TX and has over 8 years of experience in the finance industry.

5
Aniruddha Ray
CRD#: 2897382
Henderson, NV
63
Wealthminder
score

Aniruddha Ray (CRD# 2897382) is an Investment Advisor Representative working at Mdx Wealth Management in Henderson, NV and has over 20 years of experience in the finance industry.

6
Terry D. Lester
CRD#: 817499
2211 Norfolk, Suite 1150, Houston, TX 77098
38
Wealthminder
score

Terry Lester (CRD# 817499) is an Investment Advisor Representative working at Mdx Wealth Management in Houston, TX and has over 33 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.