Pembroke Advisors, Inc.
Pembroke Advisors, Inc. (CRD# 125011) is a financial advisory firm headquartered in Houston, TX. They manage $40,175,021 in 110 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts110ACCOUNTS
Average Account Value$365,227
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ross Richardson (CRD# 1834019) is an Investment Advisor Representative working at Pembroke Advisors, Inc. in Bush, LA and has over 28 years of experience in the finance industry. Ross Richardson 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.