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Roy Alan Longoria

Sunbelt Securities, Inc.

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About Roy Alan Longoria

Roy Alan Longoria is a financial advisor registered with Sunbelt Securities, Inc. Roy has been in the financial services industry since January 2002. Roy's main office is located in Houston, Texas, where they are registered with the state of Texas. Roy offers financial planning, portfolio management services for individuals and businesses, and also provides a selection of other advisors. Roy specializes in the following areas: Retirement Planning, College Savings, Insurance, and Estate Planning. Roy has earned the Certified Financial Planner designation and is a member of the Financial Planning Association.

Firm Information

Roy Longoria 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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Roy Longoria’s Registration & Firm History

TX

09/10/2010 - Present

Sunbelt Securities, Inc. (HOUSTON TX)

TX

05/27/2005 - 09/21/2010

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

MO

01/15/2002 - 06/01/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 07/15/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 01/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roy Alan Longoria.
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