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Lawrence Christopher Paladino

Sunbelt Securities, Inc.

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About Lawrence Christopher Paladino

Lawrence Paladino is a registered representative with Sunbelt Securities, Inc. in Houston, Texas. Lawrence has been in the industry since 1983, and has experience working with individuals, high-net-worth individuals, corporations, and retirement plans. Lawrence specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lawrence Paladino is also a board member for Paladino Farms Inc., a farm in Center Ridge, Arkansas.

Firm Information

Lawrence Paladino 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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Lawrence Paladino’s Registration & Firm History

TX

05/20/2013 - Present

Sunbelt Securities, Inc. (HOUSTON TX)

TX

06/22/2012 - 01/22/2013

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (DALLAS TX)

TX

02/18/1997 - 06/19/2012

MILKIE/FERGUSON INVESTMENTS, INC. (DALLAS TX)

TX

04/19/1983 - 02/26/1997

PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 06/21/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lawrence Christopher Paladino. Review regulatory record here.
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