Advisors
“Large enough to serve your clients needs and small enough to serve your needs”
The Principals at Sunbelt Securities each have 20 to 30 years of industry experience in all facets of the brokerage business. They understand and appreciate the qualities needed to provide true support to a Financial Advisor, including timely and rational decision making.
Some of the many benefits of an affiliation with Sunbelt are:
- Highly competitive payout
- Transparency of fees and costs
- True open architecture with no proprietary products
- Compliance support
- IT, e-mail and website support
- Individually tailored transition process timetable
- Assistance in repapering client accounts
- Ability to do your own branding
- National Financial Services platform for investment management, clearing, trading and reporting
- Assistance with HR issues and benefits
- Access to alternative, non-correlated investment offerings
Product Offering:
- Annuities
- Certificates of Deposit
- Corporate Bonds
- Education Savings Accounts
- Government Bonds
- Individual Retirement Accounts
- Keoghs
- Key Man Insurance
- Life Insurance
- Long - Term Care Insurance
- Money Market Accounts
- Municipal Bonds
- Mutual Funds
- Options
- Stocks
- 401 (k) Employee Plans
- 403 (b) Retirement Planning
- Managed Account Solutions
- Alternative Investments
- Private Investments
- Wealth Management
If you are a broker interested in becoming an affiliate of Sunbelt Securities, please feel free to contact Ray Miller at (713) 965-9510 for additional information about becoming part of our team.
Sunbelt Securities
Attn: Client Services
2700 Post Oak Blvd., Suite 1700 | Houston, Texas 77056
info@sunbeltsecurities.com | www.sunbeltsecurities.com | Phone: (713) 965-9510
Attn: Client Services
2700 Post Oak Blvd., Suite 1700 | Houston, Texas 77056
info@sunbeltsecurities.com | www.sunbeltsecurities.com | Phone: (713) 965-9510
