Texas Elite Advisory, LLC

Texas Elite Advisory, LLC (CRD# 212513) is a financial advisory firm headquartered in , . They manage $3,245,322 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $92,723
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Texas Elite Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Vernon L. Bell
CRD#: 4541332
Dallas, TX
93
Wealthminder
score

Vernon Bell (CRD# 4541332) is an Investment Advisor Representative working at Texas Elite Advisory, LLC in Dallas, TX and has over 14 years of experience in the finance industry.

2
Robert R. Rothrock
CRD#: 6489587
Dallas, TX
88
Wealthminder
score

Robert Rothrock (CRD# 6489587) is an Investment Advisor Representative working at Texas Elite Advisory, LLC in Dallas, TX and has over 2 years of experience in the finance industry.

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