Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alphonso? Claim Your ProfileAlphonso Houston is a financial advisor registered with Lifemark Securities Corp., and has been in the industry since February 2, 1987. Alphonso is registered to provide investment advice and securities services in several states including Maryland, Florida, New Jersey, New York, North Carolina, Ohio and South Carolina. Alphonso also works as an independent insurance agent, selling life, health and annuity products. Alphonso Houston's experience includes previous roles with firms such as PURSHE KAPLAN STERLING INVESTMENTS, LINSCO/PRIVATE LEDGER CORP., RIGGS SECURITIES INC., UBS PAINEWEBBER INC., DEAN WITTER REYNOLDS INC., ESSEX FINANCIAL SERVICES, INC., ESSEX COMPANY, and BLINDER, ROBINSON & CO.,INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
01/03/2014 - Present
Lifemark Securities Corp. (MITCHELLVILLE MD)
MD
01/24/2005 - 05/10/2013
PURSHE KAPLAN STERLING INVESTMENTS (MITCHELLVILLE MD)
SC
11/19/2003 - 12/09/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
DC
07/16/2003 - 11/19/2003
RIGGS SECURITIES INC. (WASHINGTON DC)
NJ
12/22/2000 - 06/03/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
09/01/1988 - 01/03/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/25/1987 - 09/12/1988
ESSEX FINANCIAL SERVICES, INC.
NA
10/27/1987 - 12/08/1987
ESSEX COMPANY
NA
04/23/1986 - 05/13/1987
BLINDER, ROBINSON & CO.,INC.
IA
Issued 03/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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