Salomon
Lahana
Invex Advisors LLC
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About this Advisor
Salomon Lahana is a financial advisor based in Houston, Texas, working with Invex Advisors LLC. Salomon has previously held positions at Bok Financial Securities, Inc, Compass Bank, Bbva Securities Inc, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc, Pnc Bank, Invex, LLC, and Invex Advisors LLC. Salomon has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Salomon is part of Invex Advisors LLC, which operates out of Houston, Texas. The firm has 8 employees and manages assets totaling $534.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Invex Advisors LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Invex Advisors LLC Brokerage Details
$534,747,000
8
65
$8,226,877
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Salomon Lahana Work History
Invex Advisors LLC
Invex, LLC
Invex Advisors LLC
Pnc Bank
Bbva Securities Inc
Bbva Compass Insurance Agency, Inc
Compass Bank
Bbva Wealth Solutions Inc
Bok Financial Securities, Inc
Bbva Securities Inc
Compass Bank
Disclosures
Please visit the SEC profile of Salomon Lahana 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 Invex Advisors LLC
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Houston, TX
Miami, FL
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