Unclaimed Profile

Duyen Le

CAPITAL POINT ADVISORS, L.P.·HOUSTON, Texas

CAPITAL POINT ADVISORS, L.P.

ONE RIVERWAY, HOUSTON, TX 77056CRD# 6028680Firm CRD# 160777

Profile Verification

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

Identity

Duyen Le · HOUSTON, TX

Registration

CRD #6028680 · CAPITAL POINT ADVISORS, L.P.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Duyen Le is a registered financial advisor based in HOUSTON, Texas, affiliated with CAPITAL POINT ADVISORS, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Duyen

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

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

Firm Overview

Firm

CAPITAL POINT ADVISORS, L.P.

AUM

$114M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at CAPITAL POINT ADVISORS, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6028680

Firm CRD# 160777

View on FINRA BrokerCheck →

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 Duyen Le offer?

Duyen Le specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.

What are Duyen Le's credentials?

Duyen Le is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Duyen Le located?

Duyen Le is based in HOUSTON, Texas, working with CAPITAL POINT ADVISORS, L.P.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Duyen Le charge for services?

Duyen Le's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL POINT ADVISORS, L.P.?

CAPITAL POINT ADVISORS, L.P. is a registered investment adviser with the SEC, managing $114M in regulatory assets under management. See their Form ADV for full details.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →