Prota Financial, LLC

Prota Financial, LLC (CRD# 283776) is a financial advisory firm headquartered in Houston, TX. They manage $1,000,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $111,111
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
  • 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 Prota Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Fernando Diaz
CRD#: 4683164
1980 Post Oak Blvd, Suite 1500, Houston, TX 77056
93
Wealthminder
score

Fernando Diaz (CRD# 4683164) is an Investment Advisor Representative working at Prota Financial, LLC in Houston, TX and has over 9 years of experience in the finance industry.

2
Bryan C. Hays
CRD#: 4177665
1980 Post Oak Blvd, Suite 1500, Houston, TX 77056
93
Wealthminder
score

Bryan Hays (CRD# 4177665) is an Investment Advisor Representative working at Prota Financial, LLC in Houston, TX and has over 8 years of experience in the finance industry.

3
Mark Radulovich
CRD#: 6256734
1980 Post Oak Blvd, Suite 1500, Houston, TX 77056
90
Wealthminder
score

Mark Radulovich (CRD# 6256734) is an Investment Advisor Representative working at Prota Financial, LLC in Houston, TX and has over 4 years of experience in the finance industry.

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