Sovereign Wealth Advisors, Llc

Get Full Access

Description

  • Sovereign Investment Group is an independent wealth management firm managing over $800 million in client assets through LPL Financial, the nations largest independent broker dealer. *As reported by Financial Planning magazine, June 1996-2011, based on total revenue. Sovereign Investment Group serves over 6,000 clients nationwide and across southeast Texas who include high net-worth individuals and families. The firms team of wealth consultants provide experienced financial assistance on retirement planning, education planning and investment management. With the client as its sole focus, the firm operates under the goal of protecting client assets and interests with integrity and objectivity. The advisors are not commission based, tied to quotas, or responsible for pushing proprietary products. For more information, visit www.sovereigngrp.com. For a list of states in which we are registered to do business, please visit www.sovereigngrp.com.Securities offered through LPL Financial. Member FINRA/SIPC www.FINRA.org/www.SIPC.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
  • location

    Headquarters:3120 Southwest Freeway Suite 500, Houston, Texas, United States

    More
  • Sovereign Wealth Advisors, Llc phone

    Phone Number: +1 713-527-3400

  • Sovereign Wealth Advisors, Llc website

    Website: https://www.sovereigngrp.com

  • Sovereign Wealth Advisors, Llc employees

    Employees:21

  • Sovereign Wealth Advisors, Llc revenue

    Revenue:$1 - 10M

  • Sovereign Wealth Advisors, Llc legal name

    Legal Name:Sovereign Wealth Advisors, Llc

  • Sovereign Wealth Advisors, Llc's Social Media

    Sovereign Wealth Advisors, Llc linkedin Sovereign Wealth Advisors, Llc twitter
  • done Is this data correct?
  • |  NAICS Code: 523999  |

    Show More
Person level website identification

Vice President for Sovereign Wealth Advisors, Llc

Phillip Evans

Vice President

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Phillip Evans

Vice President

Robert Lee

Senior Vice President

Doug Yauger

Senior Vice President

Paul Dixon

Senior Vice President, Branch Manager

Elisia Pearson

Senior Vice President

Frequently Asked Questions regarding Sovereign Wealth Advisors, Llc

  • Where are Sovereign Wealth Advisors, Llc's Headquarters?

    Sovereign Wealth Advisors, Llc's Headquarters are in 3120 Southwest Freeway Suite 500,Houston,Texas,United States

  • What is Sovereign Wealth Advisors, Llc's phone number?

    Sovereign Wealth Advisors, Llc's phone number is +1 713-527-3400

  • What is Sovereign Wealth Advisors, Llc's official website?

    Sovereign Wealth Advisors, Llc's official website is https://www.sovereigngrp.com

  • What is Sovereign Wealth Advisors, Llc's Revenue?

    Sovereign Wealth Advisors, Llc's revenue is $1 - 10M

  • What is Sovereign Wealth Advisors, Llc's NAICS code?

    Sovereign Wealth Advisors, Llc's NAICS code is 523999

  • How many employees are working in Sovereign Wealth Advisors, Llc

    Sovereign Wealth Advisors, Llc has 21 employees

  • What is Sovereign Wealth Advisors, Llc's Industry?

    Sovereign Wealth Advisors, Llc is in the industry of Financial Services

  • Who is Sovereign Wealth Advisors, Llc's Vice President?

    Sovereign Wealth Advisors, Llc's Vice President is Phillip Evans

Company Directory