Christopher
Metscher

Sunbelt Securities, Inc

CRD#3230689
Investment Advisor
in Houston, TX

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About this Advisor

Christopher Metscher is a financial advisor based in Houston, Texas, working with Sunbelt Securities, Inc. Christopher has previously held positions at Sunbelt Securities Inc, Jolliffe Capital, Inc, Familywealth Advisers, LLC, and Advisorsource.Com, LLC. Christopher has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Florida, New Mexico, Texas, Virginia, and Wyoming. Currently, Christopher is part of Sunbelt Securities, Inc, which operates out of Houston, Texas. The firm has 13 offices and 67 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Sunbelt Securities, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2700 Post Oak Blvd Ste 1700
Houston, TX 77056

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Sunbelt Securities, Inc Brokerage Details

Total Assets Under Management

$1,907,600,674

TX Average: $3,042,739,679
Total Number of Employees

67

TX Average: 49
Total Number of Accounts

4,727

TX Average: 2,315
Average Account Size

$403,554

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Christopher Metscher Work History

2011 - Present (13 years)

Sunbelt Securities Inc

2018 - 2023 (5 years)

Familywealth Advisers, LLC

2017 - 2017 (< 1 year)

Advisorsource.Com, LLC

2013 - 2018 (5 years)

Jolliffe Capital, Inc

Disclosures

Please visit the SEC profile of Christopher Metscher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sunbelt Securities

Robert Dishman
Houston, TX
Anthonie Badenhorst
Houston, TX
Kenneth Shade
Plano, TX
Dagny Young
Houston, TX
Lawrence Paladino
Houston, TX
Hailey Zeiler
Houston, TX
Kerry Rigdon
Houston, TX
Minor Shores
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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