Saxon Financial Group
Saxon Financial Group (CRD# 311687) is a financial advisory firm headquartered in Houston, TX. They manage $535,001,107 in 2,208 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management535MILLION
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Total Number of Accounts2,208ACCOUNTS
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Average Account Value$242,301
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, LA, TX
Erin Erdil (CRD# 2799598) is an Investment Advisor Representative working at Saxon Financial Group in Houston, TX and has over 27 years of experience in the finance industry.
Jaclyn Gilbert (CRD# 6184288) is an Investment Advisor Representative working at Saxon Financial Group in Houston, TX and has over 5 years of experience in the finance industry.
Brandon Ivy (CRD# 5565229) is an Investment Advisor Representative working at Saxon Financial Group in Houston, TX and has over 15 years of experience in the finance industry.
Paul Love (CRD# 1340699) is an Investment Advisor Representative working at Saxon Financial Group in Houston, TX and has over 39 years of experience in the finance industry.
Timothy Lucio (CRD# 6825765) is an Investment Advisor Representative working at Saxon Financial Group in Houston, TX and has over 6 years of experience in the finance industry.
Elizabeth Morrison (CRD# 6249600) is an Investment Advisor Representative working at Saxon Financial Group in Houston, TX and has over 10 years of experience in the finance industry.
Richard Saxon (CRD# 4066889) is an Investment Advisor Representative working at Saxon Financial Group in Houston, TX and has over 24 years of experience in the finance industry.
Bretton Williams (CRD# 3177050) is an Investment Advisor Representative working at Saxon Financial Group in Houston, TX and has over 24 years of experience in the finance industry.
Oscar Castro (CRD# 7733678) is an Investment Advisor Representative working at Saxon Financial Group in Houston, TX and has 1 year of experience in the finance industry.
Ashley Trlica (CRD# 5158885) is an Investment Advisor Representative working at Saxon Financial Group in Houston, TX and has 1 year of experience in the finance industry.