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BA
CFP
BA
CFP

Belinda Aucoin

Sunbelt Securities
34 Years of Experience
Houston, TX
1 DisclosureBroker
View SEC Summary
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Belinda Aucoin is a CFP-designated registered investment advisor at Sunbelt Securities, based in Houston, TX, with 34 years of industry experience. Belinda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,241 clients with $2.6B in assets under management.

Sunbelt Securities
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
6,241 clients
Average Client Portfolio
$423K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum fee is 2.50% of assets under management, charged monthly. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2007
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Belinda is a registered representative with Trinity Strategy Partners since 2012, dedicating full-time hours during trading hours. She also owns rental property and is the President & Secretary of a charitable foundation, dedicating minimal time to each.

Employment History
Current Registrations
Sunbelt Securities
June 2012 - Present · 14 yrs 4 mos
Sunbelt Securities, INC.Broker
June 2011 - Present · 15 yrs 4 mos
Previous Registrations
Milkie/ferguson Investments, INC.
December 2007 - June 2012 · 4 yrs 6 mos
Milkie/ferguson Investments, INC.Broker
November 2007 - June 2012 · 4 yrs 7 mos
Comerica Securities
May 2002 - November 2007 · 5 yrs 6 mos
Comerica SecuritiesBroker
January 1995 - November 2007 · 12 yrs 10 mos
Comerica Financial Services, INC.Broker
August 1993 - January 1995 · 1 yr 5 mos
Fimco Securities Group, INC.Broker
August 1993 - December 1995 · 2 yrs 4 mos
Comerica SecuritiesBroker
June 1992 - September 1992 · 3 mos
Comerica Brokers, INC.Broker
April 1992 - June 1992 · 2 mos
Banc One Securities CorporationBroker
October 1990 - April 1992 · 1 yr 6 mos
Mbank Capital Markets, INC.Broker
September 1990 - October 1990 · 1 mo
Claremont Financial ServicesBroker
November 1987 - January 1988 · 2 mos
State Registrations18 states
AKALAZCACOFLGAKSLAMAMNMONYOKPASCTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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