AK
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Abid Ali Khan

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,102 clients
Average Client Portfolio
$77K average
Assets Under Management
$394.7M

Fee Structure

Minimum Investment:None
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Location

3200 Southwest Freeway, Suite 1900, Houston, TX, 77027

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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

Abid works as an insurance broker, appointed with various outside insurance carriers to broker non-registered insurance products. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Sequent Planning, LLC
October 2025 - Present · 4 mos
Eagle Strategies LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Nylife Securities LLCBroker
August 2021 - September 2025 · 4 yrs 1 mo
Prudential Financial Planning Services
April 2020 - July 2021 · 1 yr 3 mos
Pruco Securities, LLC.Broker
April 2020 - July 2021 · 1 yr 3 mos
Prudential Financial Planning Services
March 2016 - February 2020 · 3 yrs 11 mos
Pruco Securities, LLC.Broker
January 2011 - February 2020 · 9 yrs 1 mo
Metlife Securities INC.Broker
April 2008 - January 2011 · 2 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Abid Ali Khan - Financial Advisor | TrueAdvisor