WC
WC

William Walter Cathriner

29 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
722 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$3.3B

Fee Structure

Loading...

Location

1330 Post Oak Blvd., Suite 2100, Houston, TX, 77056

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Gfs Advisors LLC
January 2023 - Present · 3 yrs 1 mo
Global Financial Services, L.L.C.Broker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Banorte Securities International, LTD.Broker
March 2020 - December 2022 · 2 yrs 9 mos
Banorte Asset Management, INC.
March 2020 - December 2022 · 2 yrs 9 mos
Actinver Wealth Management, INC.
February 2017 - December 2019 · 2 yrs 10 mos
Actinver Securities, INC.Broker
February 2017 - December 2019 · 2 yrs 10 mos
Salient Capital L.P.Broker
May 2011 - October 2016 · 5 yrs 5 mos
Salient Capital Advisors, LLC
September 2010 - October 2016 · 6 yrs 1 mo
Bbva Investments INC.Broker
September 2007 - July 2009 · 1 yr 10 mos
Bbva Securities INC.Broker
September 2006 - December 2006 · 3 mos
Bbva Securities INC.Broker
April 2005 - September 2006 · 1 yr 5 mos
Bbva Bancomer Securities International, INC.Broker
September 2002 - March 2005 · 2 yrs 6 mos
Amherst Securities Group, L.P.Broker
November 2000 - August 2002 · 1 yr 9 mos
Tradescape.com Securities, LLCBroker
July 1999 - May 2000 · 10 mos
Momentum Securities, L.L.C.Broker
April 1999 - April 2000 · 1 yr
A I M Distributors, INC.Broker
July 1995 - December 1998 · 3 yrs 5 mos
John Hancock Funds, INC.Broker
January 1995 - May 1995 · 4 mos
Transamerica Fund Distributors, INC.Broker
November 1993 - January 1995 · 1 yr 2 mos
Robert W. Baird & CO. IncorporatedBroker
August 1987 - May 1988 · 9 mos
State Registrations25 states
AZCACOCTDEFLGAKYMAMDMIMOMSNCNJNYOHOKPASCSDTXUTVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William Walter Cathriner - Financial Advisor | TrueAdvisor