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Showing 1 - 6 of 6 results
OXYDE CHEMICALS, INC.
OXYDE CHEMICALS, INC.
The Woodlands, Texas
1-24 employees
Trading & distributing petrochemicals & plastics worldwide.
Retirement Benefits Rank
Market Leading
AVION WEALTH, LLC
AVION WEALTH, LLC
The Woodlands, Texas
1-24 employees
Welcome to Avion Wealth, an independent. fee-only, wealth management and investment advisor firm located in The Woodlands, Texas. Our mission is to provide our clients with sensible and unbiased wealth management solutions where the interests of our client always come first. Our goal is to assist our clients in prioritizing and quantifying their financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy to achieve these goals. One of our most important roles is to assist our clients in determining a suitable and appropriate asset-allocation strategy by considering investment time horizon, risk tolerance, objectives and cash-flow needs. We invest for the long term by establishing appropriate asset allocations and adjusting those allocations upon the changing circumstances and objectives of our clients and not on the vagaries of short term stock market fluctuations. At Avion Wealth, we believe an effective wealth management relationship must be built on a commitment to personal attention. Contact us today at 281-528-1200 to schedule a complimentary consultation to discuss your investment and wealth management needs.
Retirement Benefits Rank
Market Leading
FUNDAMENTAL WEALTH ADVISORS
FUNDAMENTAL WEALTH ADVISORS
Bryan, Texas
1-24 employees
1716 BRIARCREST DRIVE, BRYAN, TX 77802"Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity. INVESTMENTS ARE ? NOT FDIC/NCUSIF INSURED ? MAY LOSE VALUE ? NOT FINANCIAL INSTITUTION GUARANTEED ? NOT A DEPOSIT ? NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY."
Retirement Benefits Rank
Market Leading
VISION BASED PLANNING, LLC
VISION BASED PLANNING, LLC
Spring, Texas
1-24 employees
All Securities provided under the name Vision Based Planning, LLC are offered through Titleist Capital, LLC (“TC”), member FINRA & SPIC. All Advisory Services provided under the name Vision Based Planning, LLC are offered through Titleist Asset Management, LLC ("TAM"), an SEC Registered Investment Advisor. Vision Based Planning, LLC is not affiliated with TAM or TC.
Retirement Benefits Rank
Market Leading
PEIRCE CAPITAL MANAGEMENT, LLC
PEIRCE CAPITAL MANAGEMENT, LLC
The Woodlands, Texas
1-24 employees
A fee-only investment advisor, providing customized, academic-based portfolio management, focused on optimizing return relative to risk.
Retirement Benefits Rank
Market Leading
PATTEN TRAINING & REVIEW LLC
PATTEN TRAINING & REVIEW LLC
The Woodlands, Texas
25-49 employees
Here at Patten Training & Review, our job is to help you succeed. Patten Training & Review provides quality training and compliance solutions using our effective, efficient, and proven expertise. Our team of professionals have operated as Principals for numerous firms throughout the country and serve as Chief Compliance Officers for FINRA-registered broker-dealers, investment advisors, and even municipal advisors. In addition, our team offers regulatory consulting to Broker-Dealers and Investment Advisors. Along with compliance solutions, Patten Training & Review offers training for securities exams. With more than 30 years of experience in the financial services industry, our team effectively trains industry professionals to successfully pass their required qualification examinations with the convenience of either a live or virtual classroom or online training. Patten Training & Review also created the “FinOp Exchange." The FinOp Exchange is designed to provide a safe environment for FinOps to share ideas and have their questions answered amongst a group of their peers. For more information, please visit: www.pattentraining.com
Retirement Benefits Rank
Market Laggard