PL
CFA
PL
CFA

Pedro Lourenco

6 Years of Experience
Houston, TX
Broker

Pedro Lourenco is a CFA-designated registered investment advisor, based in Houston, TX, with 6 years of industry experience.

Location

1400 Post Oak Blvd, Ste 650, Houston, TX, 77056

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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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Employment History
Current Registrations
Truist Investment Services, INC.Broker
March 2023 - Present · 3 yrs 6 mos
Truist Investment Services, INC.
March 2023 - Present · 3 yrs 6 mos
Truist Advisory Services, INC.
October 2019 - Present · 6 yrs 11 mos
State Registrations12 states
ALCACOFLGAKSMANCOHTNTXVA
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.
Pedro Lourenco - Financial Advisor | TrueAdvisor