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 4 states (or territories).

Current Firm Details

1980 Post Oak Blvd, Suite 100, Houston, TX 77056

https://www.linkedin.com/in/japan/

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

LA, SC, TX, WA

Financial Advisors at Prota Financial

Showing 11 - 12 of 12 top financial advisors.

Andrew R. Taylor

CRD#: 7602012

1980 Post Oak Blvd, Suite 100, Houston, TX 77056

Andrew Taylor (CRD# 7602012) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has 1 year of experience in the finance industry.

Qingkun Xu

CRD#: 6211325

1980 Post Oak Blvd, Suite 100, Houston, TX 77056

Qingkun Xu (CRD# 6211325) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has over 5 years of experience in the finance industry.

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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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