Elizabeth Chamberlain is a registered investment advisor at Sunbelt Securities, based in Houston, TX, with 9 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,241 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is 2.50% of assets under management, charged monthly. Fees are negotiable.
Fee Estimator
Location
2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056
Get directionsHistory
Regulatory History
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 →Other Business Activities
Elizabeth is a CPA providing bookkeeping and accounting services since 2011, dedicating a few hours per week. She is also a registered representative under Sunbelt Securities Inc. since 2017, spending full-time hours on this activity.
Employment History
Current Registrations
Sunbelt Securities
Sunbelt Securities, INC.Broker
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.
Exams
More Advisors
- Kelly ReavisSunbelt Securities
- Jack HirschmanSunbelt Securities
- John FleckensteinSunbelt Securities
- Charles Rawl, CFP, ChFCSunbelt Securities
- Raymond Miller, CFPSunbelt Securities
- Thomas ChretienSunbelt Securities