Sunbelt Securities
Sunbelt Securities (CRD# 42180) is a financial advisory firm headquartered in Houston, TX. They manage $1,907,600,674 in 4,727 accounts and serve the financial needs of clients across 37 states (or territories).
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Total Assets Under Management1,908MILLION
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Total Number of Accounts4,727ACCOUNTS
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Average Account Value$403,554
- 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, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
Louis Haggin (CRD# 1129265) is an Investment Advisor Representative working at Sunbelt Securities in Lexington, KY and has over 33 years of experience in the finance industry.
Marty Harari (CRD# 236619) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 43 years of experience in the finance industry.
David Heinz (CRD# 4402223) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 22 years of experience in the finance industry.
Jack Hirschman (CRD# 5170636) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 16 years of experience in the finance industry.
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
Jared Hunt (CRD# 6552818) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 7 years of experience in the finance industry.
Melvin Jacobs (CRD# 1361940) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 38 years of experience in the finance industry.
Charles Jimerson (CRD# 1374856) is an Investment Advisor Representative working at Sunbelt Securities in Dallas, TX and has over 36 years of experience in the finance industry.
Kyle Judd (CRD# 5124834) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 17 years of experience in the finance industry.
Irene Kelley (CRD# 4607659) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 20 years of experience in the finance industry.