Waterloo Capital
Waterloo Capital (CRD# 133705) is a financial advisory firm headquartered in Austin, TX. They manage $1,302,845,545 in 4,480 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management1,303MILLION
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Total Number of Accounts4,480ACCOUNTS
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Average Account Value$290,814
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, CO, GA, LA, NC, NY, TX
Lisa Allen (CRD# 1198978) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 40 years of experience in the finance industry.
Betty Arias (CRD# 1820304) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 36 years of experience in the finance industry.
Earline Chapa (CRD# 2237015) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 24 years of experience in the finance industry.
John Chatmas (CRD# 2208046) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 32 years of experience in the finance industry.
Adam D'acierno (CRD# 6325618) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 9 years of experience in the finance industry.
Dustin Eldridge (CRD# 6140763) is an Investment Advisor Representative working at Waterloo Capital in Dallas, TX and has over 10 years of experience in the finance industry.
Christopher Hernandez (CRD# 5560002) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 14 years of experience in the finance industry.
Steven Livitz (CRD# 4316223) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 20 years of experience in the finance industry.
Mark McAdams (CRD# 4511531) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 21 years of experience in the finance industry.