Sunbelt Securities
Sunbelt Securities (CRD# 42180) is a financial advisory firm headquartered in Houston, TX. They manage $1,145,411,076 in 4,816 accounts and serve the financial needs of clients across 35 states (or territories).
-
Total Assets Under Management1,145MILLION
-
Total Number of Accounts4,816ACCOUNTS
-
Average Account Value$237,835
- 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, CT, FL, GA, IA, IL, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV, WY
Belinda Aucoin (CRD# 1756536) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 34 years of experience in the finance industry. Belinda Aucoin 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 28 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 33 years of experience in the finance industry.
Cheryl Brown (CRD# 2915370) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 3 years of experience in the finance industry.
Bruce Burton (CRD# 1367902) is an Investment Advisor Representative working at Sunbelt Securities in Lexington, KY and has over 36 years of experience in the finance industry.
Cecil Byers (CRD# 809253) is an Investment Advisor Representative working at Sunbelt Securities in Beaumont, TX and has over 33 years of experience in the finance industry.
Brock Carlin (CRD# 5455808) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 14 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.
Elizabeth Chamberlain (CRD# 6727380) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 5 years of experience in the finance industry.
Jonathan Chamberlain (CRD# 6727400) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 5 years of experience in the finance industry.