JH
JH

John Husbands

38 Years of Experience
Houston, TX
2 DisclosuresSells Insurance

John Husbands is a registered investment advisor at Portfolio Advisory Council,l.l.c., based in Houston, TX, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 542 clients with $470M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
542 clients
Average Client Portfolio
$858K average
Assets Under Management
$465.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%

For accounts over $1 million, the fee may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Greenway Plaza, Suite 1776, Houston, TX, 77046

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2006
Final
Customer Dispute
February 1994
Award / Judgment
Other Business ActivitiesSells Insurance

John is an investment advisor with Portfolio Advisory Council, LLC since 2004, managing money for clients, dedicating about 10-20% of his time. He is also a limited partner at Soules Insurance Agency, LP and an independent insurance agent selling fixed insurance, spending about 10-20% and about a quarter of his time, respectively, on these activities. Additionally, John is a board member for Conroe ISD, overseeing school district policy and budget, spending about 10-20% of his time.

Employment History
Current Registrations
Portfolio Advisory Council,l.l.c.
December 2006 - Present · 19 yrs 4 mos
Previous Registrations
Mutual Securities, INC.Broker
October 2017 - March 2018 · 5 mos
Cambridge Investment Research, INC.Broker
January 2007 - October 2017 · 10 yrs 9 mos
Portfolio Advisory Council,l.l.c.
December 2006 - December 2013 · 7 yrs
MML Investors Services, INC.Broker
May 1998 - January 2007 · 8 yrs 8 mos
The Advisors Group, INC.Broker
March 1996 - April 1998 · 2 yrs 1 mo
Corporate Securities Group, INC.Broker
July 1994 - December 1995 · 1 yr 5 mos
Hart Securities, INC.Broker
May 1991 - June 1994 · 3 yrs 1 mo
Murchison Investment Bankers, LTD.Broker
July 1987 - May 1991 · 3 yrs 10 mos
State Registrations1 state
TX
Advisor

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.
John Husbands - Financial Advisor | TrueAdvisor