Willie
Langston
Avalon Investment & Advisory
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About this Advisor
Willie Langston is a financial advisor who works in Houston, Texas with a total of 22 years of relevant experience. Langston is an advisor for Avalon Investment & Advisory. Their career trajectory has included roles at Avalon Wealth Management, LLC, Avalon Advisors, LLC and Avalon Advisors LLC. Langston has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Avalon Investment & Advisory is a business that has its headquarters in Houston, TX. It has a total of 55 financial advisors. It administers $7 billion in assets between its 2,101 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 98 charities and foundations. Of its 2,101 accounts, 72% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Avalon Investment & Advisory has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees largely depend on the financial services provided. Fees billed by Avalon Investment & Advisory most likely are comprised of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avalon Investment & Advisory Brokerage Details
$7,302,868,541
55
2,101
$3,475,901
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Willie Langston Work History
Willie has been registered as a financial advisor for 22 years.*
Avalon Advisors LLC
Avalon Wealth Management, LLC
Avalon Advisors, 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 Willie Langston 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 Avalon Investment & Advisory
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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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