Stephen
Barber
Sovereign Wealth Advisors LLC
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About this Advisor
Stephen Barber is a financial advisor working in Houston, Texas with a total of 3 years of industry experience. Barber currently works for Sovereign Wealth Advisors LLC. During their career, Barber has held roles at Lpl Financial LLC and Sovereign Wealth Advisors, LLC. Barber holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Sovereign Wealth Advisors LLC is an advisory business that has its headquarters in Houston, TX. It has a total of 30 employees. It handles $548 million in assets among its 2,146 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 2,146 client accounts, 47% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fees vary depending on which services the firm provides the client. Fee types billed by Sovereign Wealth Advisors LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sovereign Wealth Advisors LLC Brokerage Details
$548,397,779
30
2,146
$255,544
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Stephen Barber Work History
Stephen has been registered as a financial advisor for 3 years.*
Sovereign Wealth Advisors, LLC
Lpl Financial 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 Stephen Barber 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 Sovereign Wealth Advisors LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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