Thomas
Brashear

Sunbelt Securities, Inc

CRD#1915838
Investment Advisor
in Dallas, TX

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About this Advisor

Thomas Brashear is a financial advisor based out of Dallas, Texas with a total of 13 years of relevant experience. Brashear is on the advisory team at Sunbelt Securities, Inc. Over the course of their career, they have held roles at Sunbelt Securities Inc and Preston Capital Management (Dba). Brashear holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Mexico and Texas. Sunbelt Securities, Inc is a registered investment business based out of Houston, TX. The firm has offices in 13 locations and a total of 67 advisors. It has $2 billion in assets under management across its 5,010 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 5,010 customer accounts, just 10% belong to high-net-worth individuals who have more than $1 million in assets. Sunbelt Securities, Inc provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely vary depending on the services offered. Fee types billed by Sunbelt Securities, Inc likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

13140 Coit Road Suite 107
Dallas, TX 75240

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Sunbelt Securities, Inc Brokerage Details

Total Assets Under Management

$1,782,009,305

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

67

TX Average: 49
Total Number of Accounts

5,010

TX Average: 2,315
Average Account Size

$355,690

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Thomas Brashear Work History

Thomas has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Sunbelt Securities Inc

2010 - Present (14 years)

Preston Capital Management (Dba)

*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 Thomas Brashear 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 Sunbelt Securities

Lawrence Paladino
Houston, TX
Minor Shores
Houston, TX
Thomas Lynch
Houston, TX
John Fleckenstein
Houston, TX
Kerry Rigdon
Houston, TX
Jared Hunt
Houston, TX
Kelly Reavis
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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