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Gaylord Chase

Sunbelt Securities, Inc.

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About Gaylord Chase

Gaylord Chase has been in the financial services industry since December 2002. Gaylord is currently a Registered Representative at Sunbelt Securities, Inc. and has been with Sunbelt Securities, Inc. since August 2011. Prior to that, Gaylord was with Morgan Stanley Smith Barney. Gaylord holds Series 7, Series 31, Series 66 and SIE licenses and offers financial planning services. Gaylord has experience providing financial advice to individuals, businesses, high net worth individuals, corporations and other businesses, charitable organizations and pension plans.

Firm Information

Gaylord Chase is currently registered with Sunbelt Securities, Inc.. Sunbelt Securities, Inc. is a corporation headquartered in Houston, Texas, that provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management, financial planning, and selection of other advisors. The firm is registered with the SEC and has a total of $1.91 billion in regulatory assets under management.
Sunbelt Securities, Inc.

2700 POST OAK BLVD STE 1700

HOUSTON, TX 77056

$1.91B

Assets Under Management

1

Total Clients

80

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gaylord Chase’s Registration & Firm History

TX

08/26/2011 - Present

Sunbelt Securities, Inc. (HOUSTON TX)

TX

06/01/2009 - 09/22/2011

MORGAN STANLEY SMITH BARNEY (BEAUMONT TX)

TX

09/29/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (BEAUMONT TX)

TX

12/10/2002 - 10/04/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEAUMONT TX)

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Licenses & Designations

BOTH

Issued 02/04/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 12/09/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gaylord Chase.
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