Unclaimed Profile

Nancy Beth Savoie

FIRST ENDOWMENT DEVELOPMENT CORP·HOUSTON, Texas

Series 7, Series 63Clean record27 years registeredFIRST ENDOWMENT DEVELOPMENT CORP

6363 WOODWAY DRIVE, HOUSTON, TX 77057CRD# 2861998Firm CRD# 105335

Profile Verification

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

Identity

Nancy Beth Savoie · HOUSTON, TX

Registration

CRD #2861998 · FIRST ENDOWMENT DEVELOPMENT CORP · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIRST ENDOWMENT DEVELOPMENT CORP

PAUL COMSTOCK PARTNERS

Apr 1999 – Mar 2021

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · April 16, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST ENDOWMENT DEVELOPMENT CORP

CRD 105335 · SEC 801-22496

AUM

$2.0B

Regulatory assets under management

Employees

114 client accounts

Services offered by FIRST ENDOWMENT DEVELOPMENT CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRST ENDOWMENT DEVELOPMENT CORP →

Introduction

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Frequently Asked Questions

What services does Nancy Beth Savoie offer?

Nancy Beth Savoie specializes in Financial Planning, Investment Management, Wealth Management.

What are Nancy Beth Savoie's credentials?

Nancy Beth Savoie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nancy Beth Savoie located?

Nancy Beth Savoie is based in HOUSTON, Texas, last registered with FIRST ENDOWMENT DEVELOPMENT CORP.

How does Nancy Beth Savoie charge for services?

Nancy Beth Savoie's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST ENDOWMENT DEVELOPMENT CORP?

FIRST ENDOWMENT DEVELOPMENT CORP has approximately 16 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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