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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 7, 2016
    • $216.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 533
      Accounts
    • $405.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

6

name start date
Robert Earl Telford
April 1993
Jack Davis
June 2007
Stephen Wayne Corley
June 2011
David Paul Vaughan
September 1995
Christopher Sloan Moss
August 2000

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Connie Smith, CPA -- --
    Portia Brown, Attorney At Law -- --
    Woodlands Securities Corporation Broker-Dealer --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Morris Lynn Monroe Pres/Ceo/Chief Compliance Officer January, 1994 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets