Sunbelt Securities, Inc.

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Total assets under management

$2,024,286,577

Total clients

5,261

13% high-net worth

Total advisors

of 68 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$384,772

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial Planning Services up to $3,000 total fixed fee, negotiable.

Percentage

up to 2.50% annually, negotiable and charged monthly in advance

Other

Account minimum: $25,000

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Sunbelt Securities, Inc.

2700 Post Oak Blvd Ste 1700

Houston TX 77056, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 713-965-9510

Advisors at this firm

Zachary R

Series 63, Series 65

Houston, TX

Sunbelt Securities, Inc.

Raymond M

CFP®, Series 63, Series 65

Houston, TX

Sunbelt Securities, Inc.

Chad M

Series 63, Series 66

Houston, TX

Sunbelt Securities, Inc.

Robert B

CFP®, Series 66

Houston, TX

Sunbelt Securities, Inc.

Alden D

Series 63, Series 65

Houston, TX

Sunbelt Securities, Inc.

Patrick B

Series 65

Houston, TX

Sunbelt Securities, Inc.

Lagen M

Series 65

Westminster, CO

Sunbelt Securities, Inc.

Gaylord C

Series 66

Jasper, TX

Sunbelt Securities, Inc.

Bradley L

Series 63, Series 66

Houston, TX

Sunbelt Securities, Inc.

Kerry R

Series 63, Series 65

Houston, TX

Sunbelt Securities, Inc.

Melvin J

Series 63, Series 65

Houston, TX

Sunbelt Securities, Inc.

Marty H

Series 63, Series 65

Houston, TX

Sunbelt Securities, Inc.

Richard W

Series 66

Houston, TX

Sunbelt Securities, Inc.

Leo R

Series 63, Series 65

Houston, TX

Sunbelt Securities, Inc.

Minor S

CFP®, Series 63

Yoakum, TX

Sunbelt Securities, Inc.

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