Sovereign Wealth Advisors, LLC

www.sovereigngrp.com

Sovereign Wealth Advisors, LLC serves over 6,000 clients nationwide and across southeast Texas who include high net-worth individuals and families. The firm’s team of wealth consultants provide experienced financial assistance on retirement planning, education planning and investment management. With the client as its sole focus, the firm operates under the goal of protecting client assets and interests with integrity and objectivity. The advisors are not commission based, tied to quotas, or responsible for pushing proprietary products. For more information, visit www.sovereigngrp.com. Securities offered through LPL Financial. Member FINRA/SIPC (www.FINRA.org/www.SIPC.org). Investment advice offered through Sovereign Wealth Advisors, LLC, a registered investment advisor. Sovereign Wealth Advisors, LLC and Sovereign Coast Wealth Advisors, LLC, are separate entities from LPL Financial. The financial professionals associated with Sovereign Wealth Advisors, LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit www.sovereigngrp.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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Sovereign Wealth Advisors, LLC serves over 6,000 clients nationwide and across southeast Texas who include high net-worth individuals and families. The firm’s team of wealth consultants provide experienced financial assistance on retirement planning, education planning and investment management. With the client as its sole focus, the firm operates under the goal of protecting client assets and interests with integrity and objectivity. The advisors are not commission based, tied to quotas, or responsible for pushing proprietary products. For more information, visit www.sovereigngrp.com. Securities offered through LPL Financial. Member FINRA/SIPC (www.FINRA.org/www.SIPC.org). Investment advice offered through Sovereign Wealth Advisors, LLC, a registered investment advisor. Sovereign Wealth Advisors, LLC and Sovereign Coast Wealth Advisors, LLC, are separate entities from LPL Financial. The financial professionals associated with Sovereign Wealth Advisors, LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit www.sovereigngrp.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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Country

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State

Texas

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City (Headquarters)

Houston

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Employees

11-50

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Founded

2005

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Social

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Potential Decision Makers

  • Vice President - Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Vice President , Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

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