Frank Idrees is a registered investment advisor, based in Houston, TX, with 35 years of industry experience.
Location
1225 North Loop West, Suite 815, Houston, TX, 77008
Get directionsHistory
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.
Customer Dispute
June 2010Closed-No Action
Other Business ActivitiesSells Insurance
Frank is the President of Wealth Benefit Advisors LLC, where he manages client portfolios, dedicating about a quarter of his time. He is also the President of Quercus Capital Partners, handling accounting and cash flow, but spends minimal time on this. Additionally, Frank owns a life insurance business since 1990, managing client portfolios and related services, spending about 10-20% of his time.
Employment History
Current Registrations
Wealth Benefit Advisors, LLC
June 2022 - Present · 3 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - June 2022 · 1 yr 2 mos
Greenleaf Advisors
June 2015 - September 2016 · 1 yr 3 mos
H. Beck, INC.
March 2004 - April 2021 · 17 yrs 1 mo
Grove Point Investments, LLCBroker
March 2004 - June 2022 · 18 yrs 3 mos
New England Securities Corporation
July 2002 - March 2004 · 1 yr 8 mos
New England SecuritiesBroker
March 1991 - March 2004 · 13 yrs
State Registrations10 states
AZCACOFLGAKSMENCOKTX
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.