John
Brogdon
Westpark Wealth Advisors, Inc
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About this Advisor
John Brogdon is a financial advisor based in Houston, Texas, working with Westpark Wealth Advisors, Inc. John has previously held positions at Ims Securities, Inc, Ims Financial Advisors, Inc, and Calton & Associates, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Iowa, North Carolina, Texas, and Virginia. Currently, John is part of Westpark Wealth Advisors, Inc, which operates out of Houston, Texas. The firm has 10 offices and 31 employees. The firm manages assets totaling $274.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Westpark Wealth Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Westpark Wealth Advisors, Inc Brokerage Details
$274,413,527
31
942
$291,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Brogdon Work History
Calton & Associates, Inc
Ims Financial Advisors, Inc
Ims Securities, Inc
Disclosures
Please visit the SEC profile of John Brogdon 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 Westpark Wealth Advisors, Inc
Houston, TX
Baton Rouge, LA
Houston, TX
Dallas, TX
Houston, TX
Houston, TX
Bellaire, TX
Sugar Land, 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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