Pedro Lourenco is a CFA-designated registered investment advisor, based in Houston, TX, with 6 years of industry experience. Pedro is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1400 Post Oak Blvd, Fl 6, Houston, TX, 77056
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.Broker
March 2023 - Present · 3 yrs 7 mos
Truist Investment Services, INC.
March 2023 - Present · 3 yrs 7 mos
Truist Advisory Services, INC.
October 2019 - Present · 7 yrs
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.
More Advisors
- Paraskevi Porsch, CFPCetera Investment Advisers LLC
- Andrew Lichtenberger, CFPThe Mather Group, LLC
- Coleman Campbell, CFP, ChFCAdvocates Wealth Planning
- Nathan Burleson, CFPHeritage Wealth Management
- Harold Minton, CFPMercer Global Advisors INC.
- Tyson Thomas, CFPAmeriprise Financial Services, LLC