AH
AH

Alphonso Houston

38 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$322K average
Assets Under Management
$461.5M

Fee Structure

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Location

3208 Spriggs Request Way, Mitchellville, MD, 20721

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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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Other Business ActivitiesSells Insurance

Alphonso uses the DBA AHW Advisors and works as an independent insurance agent. Since 2014, he has been involved in the sales and service of life, health, and annuity products.

Employment History
Current Registrations
Lifemark Securities CORP.
January 2014 - Present · 12 yrs 1 mo
Lifemark Securities CORP.Broker
June 2013 - Present · 12 yrs 8 mos
Previous Registrations
Ahw Advisors
August 2007 - December 2011 · 4 yrs 4 mos
Pks Advisory Services, LLC
August 2007 - May 2013 · 5 yrs 9 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2005 - May 2013 · 8 yrs 4 mos
Linsco/private Ledger CORP.
November 2003 - December 2004 · 1 yr 1 mo
Linsco/private Ledger CORP.Broker
November 2003 - December 2004 · 1 yr 1 mo
Riggs Securities INC.
July 2003 - November 2003 · 4 mos
Riggs Securities INC.Broker
July 2003 - November 2003 · 4 mos
UBS Painewebber INC.
July 2001 - June 2003 · 1 yr 11 mos
UBS Painewebber INC.Broker
December 2000 - June 2003 · 2 yrs 6 mos
Dean Witter Reynolds INC.Broker
September 1988 - January 2001 · 12 yrs 4 mos
Essex Financial Services, INC.Broker
November 1987 - September 1988 · 10 mos
Essex CompanyBroker
October 1987 - December 1987 · 2 mos
Blinder, Robinson & Co.,inc.Broker
April 1986 - May 1987 · 1 yr 1 mo
State Registrations7 states
DCFLMDNCNYOHSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alphonso Houston - Financial Advisor | TrueAdvisor