Kelly Reavis is a registered investment advisor at Sunbelt Securities, based in Houston, TX, with 28 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,355 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunbelt Securities offers investment management through its Rep Directed Wrap Fee Program. The annual fee is a percentage of your portfolio, and the exact rate is negotiable. The maximum fee is 2.50% per year, charged monthly. This fee covers account management, brokerage, and clearance. Clients also pay separate annual maintenance fees, custodial fees, and termination fees charged by the custodian (National Financial Services, Fidelity, or Charles Schwab).
Location
2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2010Customer Dispute
February 2008Other Business Activities
Kelly is a registered representative with Trinity Strategy Partners, operating under Sunbelt Securities Inc. This investment-related activity takes nearly full-time hours during trading hours.
Employment History
Current Registrations
Sunbelt Securities, INC.Broker
Sunbelt Securities
Previous Registrations
Evolve Securities, INC.Broker
Milkie/ferguson Investments, INC.
Milkie/ferguson Investments, INC.Broker
Comerica Securities
Comerica SecuritiesBroker
State Registrations1 state
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.