Firm Information

Compensation
Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

This document does not contain any information regarding fees. Please refer to the firm's brochure for fee information.

Areas of Practice
Investment Management
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Advisor Information

Office location

3555 Timmons Lane, Suite 910, Houston, TX, 77027

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Cheryl is an agent at Wealth Development Strategies, LLC, a multi-line insurance brokerage, dedicating about 10-20% of her time to sales and service of insurance products like life, disability/LTC, and annuities. She also holds positions as an officer in a family restaurant franchise, proprietor of an equestrian training business, board member for MD Anderson and Amegy Bank, managing partner of an entertainment LLC, and board member for the Port of Houston, each requiring minimal time.

Employment History
Current Registrations
Previous Registrations
Valmark Advisers, INC.
August 2021 - September 2021 · 1 mo
Valmark Securities, INC.Broker
August 2021 - September 2021 · 1 mo
Hornor, Townsend & Kent, LLC
April 2007 - August 2021 · 14 yrs 4 mos
Hornor, Townsend & Kent, LLC Broker
April 2007 - August 2021 · 14 yrs 4 mos
Wealth Development Strategies Investment Advisory, INC.
January 2006 - December 2011 · 5 yrs 11 mos
Wealth Development Strategies Investment Advisory, INC.
January 2003 - December 2005 · 2 yrs 11 mos
1717 Capital Management Company
May 2002 - March 2007 · 4 yrs 10 mos
Royal Alliance Associates, INC. Broker
November 1989 - November 2001 · 12 yrs
1717 Capital Management CompanyBroker
August 1987 - March 2007 · 19 yrs 7 mos
Integrated Resources Equity CorporationBroker
January 1986 - November 1989 · 3 yrs 10 mos
Lowry Financial Services CorporationBroker
January 1985 - January 1986 · 1 yr
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.