Crystal
Mckeon

Tsa Wealth Management

CRD#4690796
Investment Advisor
in Houston, TX

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About this Advisor

Crystal Mckeon is a financial advisor based in Houston, Texas, working with Tsa Wealth Management. Crystal has previously held positions at Tri-Star Financial, Dance Passion Studios, Parallax Investments LLC, Parallax Capital, Lp, Calton & Associates, Inc, Tri-Star Advisors, Inc, and Tsa Wealth Management LLC. Crystal has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Crystal is part of Tsa Wealth Management, which operates out of Houston, Texas. The firm has 3 employees and manages assets totaling $267.2 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Tsa Wealth Management includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

5718 Westheimer Road Suite 950
Houston, TX 77057

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Tsa Wealth Management Brokerage Details

Total Assets Under Management

$267,213,159

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

3

TX Average: 49
Total Number of Accounts

636

TX Average: 2,315
Average Account Size

$420,146

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Crystal Mckeon Work History

2022 - Present (3 years)

Tsa Wealth Management LLC

2018 - 2023 (5 years)

Tri-Star Advisors, Inc

2015 - 2023 (8 years)

Calton & Associates, Inc

2009 - 2014 (5 years)

Tri-Star Financial

2009 - 2016 (7 years)

Dance Passion Studios

2009 - 2018 (9 years)

Parallax Investments LLC

2009 - 2014 (5 years)

Parallax Capital, Lp

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Crystal Mckeon 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 Tsa Wealth Management

Austin Marrs
Houston, TX
Crystal Mckeon
Houston, TX
Jonathan Swanburg
Houston, TX

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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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