Leia
Carpenter

Adell Harriman & Carpenter

CRD#1551527
Investment Advisor
in Houston, TX

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About this Advisor

Leia Carpenter is a financial advisor based in Houston, Texas, working with Adell Harriman & Carpenter. Leia has previously held a position at Adell, Harriman & Carpenter. Leia has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Leia is part of Adell Harriman & Carpenter, which operates out of Houston, Texas. The firm has 11 employees and manages assets totaling $1.3 billion. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Adell Harriman & Carpenter includes asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2700 Post Oak Blvd Ste 1200
Houston, TX 77056

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Adell Harriman & Carpenter Brokerage Details

Total Assets Under Management

$1,332,289,328

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

11

TX Average: 49
Total Number of Accounts

1,963

TX Average: 2,315
Average Account Size

$678,701

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Leia Carpenter Work History

1996 - Present (28 years)

Adell, Harriman & Carpenter

Disclosures

Please visit the SEC profile of Leia Carpenter 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 Adell Harriman & Carpenter

Scot Johnson
Houston, TX
Marcus Berry
Houston, TX
Jennifer Barron
Houston, TX
Leia Carpenter
Houston, TX
Mark Harriman
Houston, TX
Stephen Adell
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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