Emily
Walls
Ascension Capital Advisors, Inc
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About this Advisor
Emily Walls is a financial advisor based out of Houston, Texas with 2 years of industry experience. Walls is on the advisory team at Ascension Capital Advisors, Inc. Walls has gained experience at Goals To Strike, LLC, The Garage Workout Studio, Fidelis Realty Partners, The University Of Texas - Office Of The President, Homeplate Peanut Butter, Ubs Financial Services Inc, The University Of Texas, For Friends And Family, LLC, Purshe Kaplan Sterling Investments and Ascension Capital Advisors, Inc. Walls has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Ascension Capital Advisors, Inc is a registered investment business that has its headquarters in Houston, TX. It has $511 million in assets between its 498 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 498 accounts, 47% are associated with high-net-worth investors who have greater than $1 million in investable assets. Ascension Capital Advisors, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors typically vary depending on the financial services offered. Fees charged by Ascension Capital Advisors, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ascension Capital Advisors, Inc Brokerage Details
$511,133,591
8
498
$1,026,373
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Emily Walls Work History
Emily has been registered as a financial advisor for 2 years.*
Purshe Kaplan Sterling Investments
Ascension Capital Advisors, Inc
Ubs Financial Services Inc
For Friends And Family, LLC
Homeplate Peanut Butter
Fidelis Realty Partners
The University Of Texas - Office Of The President
The Garage Workout Studio
The University Of Texas
Goals To Strike, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Emily Walls 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 Ascension Capital Advisors, Inc
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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