Sunbelt Securities, Inc., an Independent Broker Dealer and Registered Investment Advisor, has established a presence in Austin, TX. Sunbelt Securities is based in Houston, TX and resides in the Galleria Financial Towers. Combined, the principals of the firm have over 100 years of experience in the financial brokerage industry, all functioning as institutional traders. Together they unite the custody and clearing resources of National Financial Services, a division of Fidelity Investments, with a non-proprietary platform of investment offerings.
Sunbelt is also delighted to announce that Roy Longoria will be a new addition to Sunbelt’s Advisory Team and will be working out of Sunbelt’s Austin Branch. Mr. Longoria has over 8 years of experience as a Financial Advisor. He began his career at Edward Jones in 2002 and recently left Merrill Lynch where he was a Financial Advisor.
Sunbelt will enable Mr. Longoria to offer his client’s a full range of services and investment options. A key benefit is that these services will be offered to his client’s in a boutique environment, which is client centric, not product centric.
Sunbelt uses National Financial Securities Corporation (“NFS”), member NYSE and SIPC, a subsidiary of Fidelity Brokerage Services, LLC, for all custody and clearing of financial transactions. As custodian of your accounts, NFS retains responsibility for safekeeping your assets, and provides Sunbelt clients additional protection up to 100% of their net account value.
To contact Roy Longoria, please feel free to call him at 512-514-6468 or stop by his new office located at 7000 North Mopac, Suite 200, Austin, TX 78731.
To find out additional information on Sunbelt Securities, Inc., please visit www.sunbeltsecurities.com.