Sunbelt Securities
Sunbelt Securities (CRD# 42180) is a financial advisory firm headquartered in Houston, TX. They manage $175,904,839 in 943 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management176MILLION
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Total Number of Accounts943ACCOUNTS
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Average Account Value$186,537
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, IA, IL, KY, LA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV
William "Beau" Howard (CRD# 5578891) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 9 years of experience in the finance industry.
Sunbelt Securities is an independent Asset Management and Financial Planning firm based in Houston, Texas. Our clients are successful individuals who receive sophisticated money management and financial planning. A fully independent firm, we are able to provide unbiased financial advice, making the best choices for our clients based on their individual situations and preferences. Sunbelt Securities has the experience, resources, and dedication to personalized attention to provide high quality service
Brock Carlin (CRD# 5455808) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 10 years of experience in the finance industry. Brock Carlin 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.
Kirk Freedle (CRD# 2471300) is an Investment Advisor Representative working at Sunbelt Securities in Aurora, CO and has over 15 years of experience in the finance industry.
Roy Longoria (CRD# 4477369) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 16 years of experience in the finance industry. Roy Longoria 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.
James Reddish (CRD# 5184697) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 11 years of experience in the finance industry. James Reddish 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.
Minor Shores (CRD# 1346068) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 33 years of experience in the finance industry. Minor Shores 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.
Kenneth Barry (CRD# 1559982) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 24 years of experience in the finance industry.
Thomas Brashear (CRD# 1915838) is an Investment Advisor Representative working at Sunbelt Securities in Dallas, TX and has over 29 years of experience in the finance industry.
Gaylord Chase (CRD# 4602497) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 15 years of experience in the finance industry.