MF
MF

Maria Forero

37 Years of Experience
Houston, TX
Broker

Maria Forero is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5847 San Felipe Street, Ste 3900, Houston, TX, 77057

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Maria owns rental real estate property since 2021. She dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
July 2017 - Present · 8 yrs 10 mos
Raymond James & Associates, INC.
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2010 - July 2017 · 7 yrs 6 mos
UBS Financial Services INC.
January 2010 - July 2017 · 7 yrs 6 mos
UBS International INC.
August 2002 - January 2010 · 7 yrs 5 mos
UBS International INC.Broker
August 2002 - January 2010 · 7 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 1990 - September 2002 · 12 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1990 - September 2002 · 12 yrs 8 mos
First Interstate Discount BrokerageBroker
February 1989 - January 1990 · 11 mos
First Interstate Brokerage of Texas, INC.Broker
September 1988 - January 1989 · 4 mos
State Registrations9 states
CAFLILMDNCNYOHPATX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Maria Forero - Financial Advisor | TrueAdvisor