The Financial Advisory Group, LLC
The Financial Advisory Group, LLC (CRD# 109558) is a financial advisory firm headquartered in Houston, TX. They manage $1,238,112,419 in 2,434 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,238MILLION
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Total Number of Accounts2,434ACCOUNTS
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Average Account Value$508,674
- A percentage of assets under your management
- Hourly charges
- 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
- Other
AR, CA, CO, FL, LA, MA, NE, NY, OK, PA, TX, VA
Richard Alphonso (CRD# 2357286) is an Investment Advisor Representative working at The Financial Advisory Group, LLC in Houston, TX and has over 30 years of experience in the finance industry.
Nathan Bowen (CRD# 4711892) is an Investment Advisor Representative working at The Financial Advisory Group, LLC in Houston, TX and has over 16 years of experience in the finance industry.
Steven Estrin (CRD# 716151) is an Investment Advisor Representative working at The Financial Advisory Group, LLC in Houston, TX and has over 27 years of experience in the finance industry.
Juan Martinez (CRD# 6616826) is an Investment Advisor Representative working at The Financial Advisory Group, LLC in Houston, TX and has over 8 years of experience in the finance industry.
Darryl Nelson (CRD# 1319877) is an Investment Advisor Representative working at The Financial Advisory Group, LLC in Houston, TX and has over 39 years of experience in the finance industry.
Steven Rife (CRD# 5681190) is an Investment Advisor Representative working at The Financial Advisory Group, LLC in Houston, TX and has over 10 years of experience in the finance industry.
Thomas Sartor (CRD# 6569255) is an Investment Advisor Representative working at The Financial Advisory Group, LLC in Houston, TX and has over 9 years of experience in the finance industry.
Christopher Puckett (CRD# 7698817) is an Investment Advisor Representative working at The Financial Advisory Group, LLC in Houston, TX and has 1 year of experience in the finance industry.
Rachel Romero (CRD# 7506961) is an Investment Advisor Representative working at The Financial Advisory Group, LLC in Houston, TX and has 1 year of experience in the finance industry.