Prota Financial

Prota Financial (CRD# 283776) is a financial advisory firm headquartered in Houston, TX. They manage $182,022,262 in 1,324 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    1,324
    ACCOUNTS
  • Average Account Value
    $137,479
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, SC, TX

Financial Advisors at Prota Financial
Showing 1 - 10 of 12 top financial advisors.
1
Fernando Diaz
CRD#: 4683164
1980 Post Oak Blvd, Suite 100, Houston, TX 77056

Fernando Diaz (CRD# 4683164) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has over 15 years of experience in the finance industry.

2
Mark Radulovich
CRD#: 6256734
1980 Post Oak Blvd, Suite 100, Houston, TX 77056

Mark Radulovich (CRD# 6256734) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has over 10 years of experience in the finance industry.

3
Bryan C. Hays
CRD#: 4177665
1980 Post Oak Blvd, Suite 100, Houston, TX 77056

Bryan Hays (CRD# 4177665) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has over 14 years of experience in the finance industry.

4
Taylor B. Drapela
CRD#: 6347681
1980 Post Oak Blvd, Suite 100, Houston, TX 77056

Taylor Drapela (CRD# 6347681) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has 1 year of experience in the finance industry.

5
Andrew P. Edwards
CRD#: 7773332
1980 Post Oak Blvd, Suite 100, Houston, TX 77056

Andrew Edwards (CRD# 7773332) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has 1 year of experience in the finance industry.

6
Lindsey R. Elliff
CRD#: 7384605
1980 Post Oak Blvd, Suite 100, Houston, TX 77056

Lindsey Elliff (CRD# 7384605) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has over 2 years of experience in the finance industry.

7
Jeffrey Fisher
CRD#: 7689849
1980 Post Oak Blvd, Suite 100, Houston, TX 77056

Jeffrey Fisher (CRD# 7689849) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has 1 year of experience in the finance industry.

8
Mark Anthony L. Jiro
CRD#: 7534611
1980 Post Oak Blvd, Suite 100, Houston, TX 77056

Mark Anthony Jiro (CRD# 7534611) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has 1 year of experience in the finance industry.

9
Katherine M. Morrison
CRD#: 7661664
1980 Post Oak Blvd, Suite 100, Houston, TX 77056

Katherine Morrison (CRD# 7661664) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has 1 year of experience in the finance industry.

10
Adam L. Patten
CRD#: 7210534
1980 Post Oak Blvd, Suite 100, Houston, TX 77056

Adam Patten (CRD# 7210534) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has over 3 years of experience in the finance industry.

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