Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Kulhanek is an investment advisor representative with Realta Investment Advisors, Inc. based in Highland Village, TX. Anthony has been in the financial industry since 1990 and has extensive experience in providing investment advisory services. Anthony has earned the Series 6, 7, 24, 26, 63, and 65 securities licenses and has worked at several firms including Titan Securities, Bennett Ross, Inc., First Financial United Investments Ltd., L.L.P., Retirement Investment Group, and PFS Investments Inc. Anthony specializes in providing financial planning, portfolio management, and pension consulting services to individual and institutional clients.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
TX
01/17/2025 - Present
Realta Investment Advisors, Inc. (HIGHLAND VILLAGE TX)
TX
09/04/2012 - 06/30/2023
TITAN SECURITIES (PLANO TX)
TX
06/11/1999 - 08/07/2012
BENNETT ROSS, INC. (FORT WORTH TX)
TX
03/03/1999 - 06/14/1999
FIRST FINANCIAL UNITED INVESTMENTS LTD., L.L.P. (KINGWOOD TX)
TX
08/21/1997 - 03/12/1999
RETIREMENT INVESTMENT GROUP (HOUSTON TX)
GA
11/20/1989 - 08/05/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 02/14/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Kulhanek is the right advisor for you? Invested Better is here to help.
