The Advocates

The Advocates (CRD# 138612) is a financial advisory firm headquartered in Houston, TX. They manage $190,752,939 in 846 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    846
    ACCOUNTS
  • Average Account Value
    $225,476
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
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.

LA, TX

Financial Advisors at The Advocates
Showing 1 - 4 of 4 top financial advisors.
1
Kurt L. Box
CRD#: 4428158
920 Memorial City Way, Suite 250, Houston, TX 77024
96
Wealthminder
score

Kurt Box (CRD# 4428158) is an Investment Advisor Representative working at The Advocates in Houston, TX and has over 14 years of experience in the finance industry. Kurt Box 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.

2
Adam G. Frinsco
CRD#: 5814137
920 Memorial City Way, Suite 250, Houston, TX 77024
96
Wealthminder
score

Adam Frinsco (CRD# 5814137) is an Investment Advisor Representative working at The Advocates in Houston, TX and has over 6 years of experience in the finance industry. Adam Frinsco 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.

3
Paul E. Palmer
CRD#: 1315071
920 Memorial City Way, Suite 250, Houston, TX 77024
96
Wealthminder
score

Paul Palmer (CRD# 1315071) is an Investment Advisor Representative working at The Advocates in Houston, TX and has over 32 years of experience in the finance industry. Paul Palmer 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.

4
Coleman E. Campbell
CRD#: 2805109
920 Memorial City Way, Suite 250, Houston, TX 77024
86
Wealthminder
score

Coleman Campbell (CRD# 2805109) is an Investment Advisor Representative working at The Advocates in Houston, TX and has over 20 years of experience in the finance industry. Coleman Campbell 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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