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A broker/dealer, investment adviser, BD agent, or IA representative may only transact business in a state if first registered, or is excluded from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
By viewing this website, you acknowledge that you are a resident of one of the states listed above.
At certain places on this Houston Asset Management Internet site, live "links" to other Internet addresses can be accessed. The links and information being provided are strictly as a courtesy, and it does not imply Houston Asset Management's nor SagePoint Financial, Inc.'s affiliation, sponsorship or endorsement of any of these sites. When you access one of these links, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.
Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Houston Asset Management. Houston Asset Management does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Houston Asset Management.
Robert Frater, CFP®, Christopher Brown, CFP®, Richard Hollis, MBA®, Robert Hampton, CFP®, Becky Burns, CFP® and Kristian Taylor, CFP® are Registered Representatives offering securities through SagePoint Financial, Inc., a registered broker-dealer and member FINRA/SIPC. Investment advisory services offered through Houston Asset Management, Inc., a registered investment advisor not affiliated with SagePoint Financial, Inc.
N. Rich Welsh, CFP® is a Registered Representative offering securities and investment advisory services through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Houston Asset Management, Inc., a registered investment advisor not affiliated with SagePoint Financial, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
Additional information about Houston Asset Management, Inc. (CRD #114126) also is available on the SEC’s website at www.adviserinfo.sec.gov The information on this website has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
Fixed and/or traditional insurance services offered through Investment Marketing Resources, LP, a company not affiliated with SagePoint Financial or registered as a broker-dealer or investment advisor.
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