Waterloo Advisors, LLC

Waterloo Advisors, LLC (CRD# 169183) is a financial advisory firm headquartered in , . They manage $100,000,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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 Waterloo Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Brian J. Gourley
CRD#: 2823146
3407 Northwood Cir, Austin, TX 78703

Brian Gourley (CRD# 2823146) is an Investment Advisor Representative working at Waterloo Advisors, LLC in Austin, TX and has over 21 years of experience in the finance industry.

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