Gaylord Chase

Sunbelt Securities

22 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Sunbelt Securities

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

64 advisors

Number of Clients

5,355 clients

Average Client Portfolio

$378K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056

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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.

Other Business Activities

Gaylord is a registered representative with Hunters Creek Advisors LLC, doing business under Sunbelt Securities Inc. This activity is investment-related and takes nearly full-time hours during trading hours.