Penney Financial

Penney Financial (CRD# 282084) is a financial advisory firm headquartered in Houston, TX. They manage $185,855,222 in 355 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
800 Town And Country Blvd, Suite 500, Houston, TX 77024
https://www.linkedin.com/company/penney-financial-llc/
By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $523,536
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 Penney Financial
Showing 1 - 2 of 2 top financial advisors.
1
Cameron Penney, financial advisor Houston TX
Cameron J. Penney
CRD#: 5781870
800 Town And Country Blvd, Suite 500, Houston, TX 77024

Cameron Penney (CRD# 5781870) is an Investment Advisor Representative working at Penney Financial in Houston, TX and has over 13 years of experience in the finance industry.

2
Kathryn Prestwood, financial advisor Houston TX
Kathryn A. Prestwood
CRD#: 7331191
800 Town And Country Blvd, Suite 500, Houston, TX 77024

Kathryn Prestwood (CRD# 7331191) is an Investment Advisor Representative working at Penney Financial in Houston, 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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