William
Christian

Westpark Wealth Advisors, Inc

CRD#2521197
Investment Advisor
in Houston, TX

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About this Advisor

William Christian is a certified financial planner working out of Houston, Texas who has 19 years of relevant experience. Christian is on the advisory team at Westpark Wealth Advisors, Inc. Over the course of their career, Christian has held roles at Ims Securities, Inc, Ims Financial Advisors, Inc and Calton & Associates, Inc. Christian maintains a Series 63 license, qualifying them as a securities representative, and is registered to work in Colorado, Louisiana, Pennsylvania, South Carolina and Texas. Westpark Wealth Advisors, Inc is a registered investment firm based out of Houston, TX. It has offices in 11 locations and a total of 32 employees. It handles $220 million in assets under management across its 936 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 936 accounts, just 11% are associated with high-net-worth individuals who have greater than $1 million in assets. The company offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by Westpark Wealth Advisors, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

19 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

975 Corbindale Suite 109
Houston, TX 77024

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Westpark Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$219,704,274

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

32

TX Average: 49
Total Number of Accounts

936

TX Average: 2,315
Average Account Size

$234,727

TX Average: $1,314,358

Investment Advisory Services

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

William Christian Work History

William has been registered as a financial advisor for 19 years.*

2017 - Present (7 years)

Calton & Associates, Inc

2000 - Present (24 years)

Ims Financial Advisors, Inc

2000 - 2017 (17 years)

Ims Securities, Inc

*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 William Christian 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 Westpark Wealth Advisors, Inc

James Kim
Houston, TX
Kiran Patel
Dallas, TX
Joshua Kirby
Houston, TX
Brent Simmons
Houston, TX
David Coffee
Houston, TX
Nathan Irby
Baton Rouge, LA
Andrea Freedman
Bellaire, TX
David Vo
Sugar Land, 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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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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