Unclaimed Profile

Becky Lynn Mathre

ASSET MANAGEMENT ADVISORS INC·HOUSTON, Texas

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 6519 years registeredASSET MANAGEMENT ADVISORS INC

2929 ALLEN PARKWAY, HOUSTON, TX 77019-2187CRD# 1269073Firm CRD# 105921

Profile Verification

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

Identity

Becky Lynn Mathre · HOUSTON, TX

Registration

CRD #1269073 · ASSET MANAGEMENT ADVISORS INC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASSET MANAGEMENT ADVISORS INC

CRESSET ASSET MANAGEMENT, LLC

Jul 2021 – Apr 2023

Houston, TX

ASSET MANAGEMENT ADVISORS INC

Oct 2006 – Aug 2021

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · October 18, 2006

Years registered · 19

Disclosure History

2021Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ASSET MANAGEMENT ADVISORS INC

CRD 105921 · SEC 801-28717

AUM

$448M

Regulatory assets under management

Employees

1,632 client accounts

Services offered by ASSET MANAGEMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ASSET MANAGEMENT ADVISORS INC →

Introduction

Speak with Becky

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Becky is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Becky Lynn Mathre offer?

Becky Lynn Mathre specializes in Financial Planning, Investment Management.

What are Becky Lynn Mathre's credentials?

Becky Lynn Mathre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Becky Lynn Mathre located?

Becky Lynn Mathre is based in HOUSTON, Texas, last registered with ASSET MANAGEMENT ADVISORS INC.

How does Becky Lynn Mathre charge for services?

Becky Lynn Mathre's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET MANAGEMENT ADVISORS INC?

ASSET MANAGEMENT ADVISORS INC has approximately 11 employees and manages $448M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →