Texas First Wealth Management, LLC

Texas First Wealth Management, LLC (CRD# 117979) is a financial advisory firm headquartered in Houston, TX. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.


Financial Advisors at Texas First Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Terrance S. Elder
CRD#: 1064873
350 N Sam Houston Parkway East, Suite 270, Houston, TX 77060

Terrance Elder (CRD# 1064873) is an Investment Advisor Representative working at Texas First Wealth Management, LLC in Houston, TX and has over 34 years of experience in the finance industry. Terrance Elder 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.

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