Belinda Aucoin is a CFP-designated registered investment advisor at Sunbelt Securities, based in Houston, TX, with 34 years of industry experience. Belinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,355 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunbelt Securities offers investment management through its Rep Directed Wrap Fee Program. The annual fee is a percentage of your portfolio, and the exact rate is negotiable. The maximum fee is 2.50% per year, charged monthly. This fee covers account management, brokerage, and clearance. Clients also pay separate annual maintenance fees, custodial fees, and termination fees charged by the custodian (National Financial Services, Fidelity, or Charles Schwab).
Location
2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056
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Regulatory History (1)
Employment Separation After Allegations
November 2007Other Business Activities
Belinda is a registered representative with Trinity Strategy Partners since 2012, dedicating full-time hours during trading hours. She also owns rental property and is the President & Secretary of a charitable foundation, dedicating minimal time to each.
Employment History
Current Registrations
Sunbelt Securities
Sunbelt Securities, INC.Broker
Previous Registrations
Milkie/ferguson Investments, INC.
Milkie/ferguson Investments, INC.Broker
Comerica Securities
Comerica SecuritiesBroker
Comerica Financial Services, INC.Broker
Fimco Securities Group, INC.Broker
Comerica SecuritiesBroker
Comerica Brokers, INC.Broker
Banc One Securities CorporationBroker
Mbank Capital Markets, INC.Broker
Claremont Financial ServicesBroker
State Registrations18 states
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.