Unclaimed Profile

Stacia Jo Houston

WELZ FINANCIAL SERVICES, INC.·STOCKTON, California

Clean recordWELZ FINANCIAL SERVICES, INC.

7474 SHORELINE DRIVE, STOCKTON, CA 95219-5468CRD# 1177098Firm CRD# 144489

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stacia Jo Houston · STOCKTON, CA

Registration

CRD #1177098 · WELZ FINANCIAL SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stacia Jo Houston is a registered financial advisor based in STOCKTON, California, affiliated with WELZ FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WELZ FINANCIAL SERVICES, INC.

AUM

$78M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WELZ FINANCIAL SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1177098

Firm CRD# 144489

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Frequently Asked Questions

What services does Stacia Jo Houston offer?

Stacia Jo Houston specializes in Financial Planning, Investment Management. Contact their office in STOCKTON, California for a consultation.

What are Stacia Jo Houston's credentials?

Stacia Jo Houston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacia Jo Houston located?

Stacia Jo Houston is based in STOCKTON, California, working with WELZ FINANCIAL SERVICES, INC.. Their office serves clients in the STOCKTON metropolitan area and surrounding communities.

How does Stacia Jo Houston charge for services?

Stacia Jo Houston's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELZ FINANCIAL SERVICES, INC.?

WELZ FINANCIAL SERVICES, INC. has approximately 1 employees and manages $78M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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