Richard
Saxon
Saxon Financial Group
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About this Advisor
Richard Saxon is a financial advisor based in Houston, Texas, working with Saxon Financial Group. Richard has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Saxon Interests S-Corp, Saxon Financial Group, Designer Hardscape, Saxon Financial Group, and Saxon Interests, Inc. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Richard is part of Saxon Financial Group, which operates out of Houston, Texas. The firm has 16 employees and manages assets totaling $535.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Saxon Financial Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
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Saxon Financial Group Brokerage Details
$535,001,107
16
2,208
$242,301
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Richard Saxon Work History
Saxon Financail Group
Saxon Interests, Inc
N/A
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Saxon Interests S-Corp
Saxon Financial Group
Designer Hardscape
Disclosures
Please visit the SEC profile of Richard Saxon 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 Saxon Financial Group
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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