Threadgill Financial, LLC

Threadgill Financial, LLC (CRD# 174865) is a financial advisory firm headquartered in Houston, TX. They manage $33,572,547 in 230 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $145,968
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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 Threadgill Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Zachary N. Threadgill
CRD#: 5840092
8556 Katy Fwy, Suite 116, Houston, TX 77024
96
Wealthminder
score

Zachary Threadgill (CRD# 5840092) is an Investment Advisor Representative working at Threadgill Financial, LLC in Houston, TX and has over 6 years of experience in the finance industry. Zachary Threadgill 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 R. Threadgill
CRD#: 6451623
8556 Katy Fwy, Suite 116, Houston, TX 77024
88
Wealthminder
score

Adam Threadgill (CRD# 6451623) is an Investment Advisor Representative working at Threadgill Financial, LLC in Houston, TX and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.