seo-company

Sovereign Wealth Advisors, LLC

Sovereign Investment Group is an independent wealth management firm managing over $800 million in client assets through LPL Financial, the nation’s largest independent broker dealer. *As reported by F...load more


Sovereign Wealth Advisors, LLC's Basic Information

Industry
Financial Services
Headquarters
Houston, Texas, United States
Founded Year
2005
Headcount
11 - 50 ( View All )
Specialties
Financial PlanningInvestment ManagementInsuranceRetirement planning

Employee Insights

Employee Function
Employee Location

Sovereign Wealth Advisors, LLC's Top Employees

people

Trusha Patel

Client Service AND Operations Associate

Phone Email

people

Sharon Lailey

COO, CCO, Senior Advisor

Phone Email

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Neal Britt

Senior Vice President, Wealth Advisor

Phone Email

people

Paul Ccps

Certified College Planning Specilist I Vice President Wealth Advisor

Phone Email

people

Paul Dixon

Senior Vice President, Branch Manager AT Sovereign Wealth Advisors LLC

Phone Email

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Frequently Asked Questions Regarding Sovereign Wealth Advisors, LLC

Where is Sovereign Wealth Advisors, LLC's headquarter located?
Sovereign Wealth Advisors, LLC's headquarter are located at United States.
How many employees does Sovereign Wealth Advisors, LLC have?
Sovereign Wealth Advisors, LLC has 11 - 50 employees.
What is Sovereign Wealth Advisors, LLC's official website?
Sovereign Wealth Advisors, LLC's official website is http://sovereigngrp.com
What industry does Sovereign Wealth Advisors, LLC belong to?
Sovereign Wealth Advisors, LLC is in the industry ofFinancial Services
What does Sovereign Wealth Advisors, LLC do?
Sovereign Investment Group is an independent wealth management firm managing over $800 million in client assets through LPL Financial, the nation’s largest independent broker dealer. *As reported by F...
What specialty does Sovereign Wealth Advisors, LLC have?
Financial PlanningInvestment ManagementInsuranceRetirement planning
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