Portfolio Advisory Council,l.l.c.

Portfolio Advisory Council,l.l.c. (CRD# 107465) is a financial advisory firm headquartered in Houston, TX. They manage $243,196,681 in 425 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    243
    MILLION
  • Total Number of Accounts
    425
    ACCOUNTS
  • Average Account Value
    $572,227
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

TX

Financial Advisors at Portfolio Advisory Council,l.l.c.
Showing 1 - 6 of 6 top financial advisors.
1
Wendy E. Korman
CRD#: 4488898
3 Greenway Plaza, Suite 1776, Houston, TX 77046
96
Wealthminder
score

Wendy Korman (CRD# 4488898) is an Investment Advisor Representative working at Portfolio Advisory Council,l.l.c. in Houston, TX and has over 14 years of experience in the finance industry. Wendy Korman 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.

2
Philip B. Moran
CRD#: 3187914
3 Greenway Plaza, Suite 1776, Houston, TX 77046
96
Wealthminder
score

Philip Moran (CRD# 3187914) is an Investment Advisor Representative working at Portfolio Advisory Council,l.l.c. in Houston, TX and has over 17 years of experience in the finance industry. Philip Moran 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.

3
Jerry M. Smith
CRD#: 2429191
3 Greenway Plaza, Suite 1776, Houston, TX 77046
93
Wealthminder
score

Jerry Smith (CRD# 2429191) is an Investment Advisor Representative working at Portfolio Advisory Council,l.l.c. in Houston, TX and has over 22 years of experience in the finance industry.

4
James W. Hamilton
CRD#: 2503669
3 Greenway Plaza, Suite 1776, Houston, TX 77046
83
Wealthminder
score

James Hamilton (CRD# 2503669) is an Investment Advisor Representative working at Portfolio Advisory Council,l.l.c. in Houston, TX and has over 22 years of experience in the finance industry.

5
William T. Sutton
CRD#: 1303860
3 Greenway Plaza, Suite 1776, Houston, TX 77046
83
Wealthminder
score

William Sutton (CRD# 1303860) is an Investment Advisor Representative working at Portfolio Advisory Council,l.l.c. in Houston, TX and has over 32 years of experience in the finance industry.

6
John C. Husbands
CRD#: 1695699
3 Greenway Plaza, Suite 1776, Houston, TX 77046
63
Wealthminder
score

John Husbands (CRD# 1695699) is an Investment Advisor Representative working at Portfolio Advisory Council,l.l.c. in Houston, TX and has over 28 years of experience in the finance industry.

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