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At Wallstreet Texas, it is our mission to establish long-term relationships of confidence and mutual trust with each of our clients by providing them with the guidance and mix of superior products and services that will assist them in achieving their financial goals and objectives.

Wallstreet Texas is an independent, full service investment and brokerage firm with over 60 years of professional experience in the strategic planning and implementation of financial plans and services for a wide range of individuals and businesses alike. Affiliated with the nation’s largest independent broker/dealer, LPL Financial, the financial professionals of Wallstreet Texas pride themselves on the ability to offer their clients both the best in financial services and products, as well as sound, independent and objective financial advice.

About LPL Financial



The financial professionals of Wallstreet Texas are proud to be affiliated with LPL Financial, a leading independent financial services firm in the United States for almost a decade. Over the past ten years, LPL Financial has grown to become one of the nation’s largest organizations of independent financial advisors, with over 6,000 financial advisors and the highest excess net capital of any independent brokerage firm in the country. LPL Financial‘s size and financial strength has enabled it to investing new training programs, technologies and research that have made it possible for LPL Financial representatives like those at Wallstreet Texas to set a higher standard for personalized and impartial strategies to the challenges of wealth accumulation and management.

The cornerstone of LPL Financial‘s business is providing the highest level of unbiased financial advice ad services. Unlike many other brokerage firms, LPL Financial does not develop its own investment products. This enables its representatives to focus their time and energies on understanding and achieving their client’s financial goals rather than on meeting sales goals and product quotas.

LPL Financial Key Facts

  • #1 Independent broker / dealer in the nation
  • Over $1.1 billion in annual revenue
  • Over 6,000 financial advisors
  • Over 3,500 branch offices
  • Service over 380 financial institutions
  • Over 1,000 staff with dual headquarters in Boston and San Diego
  • Over $100 billion in assets as the broker / dealer of record
  • Over $30 billion in fee-based platform assets

A Quick Glance at Wallstreet Texas



Awards & Recognition



  • Award of Excellence (Winner of Distinction) – Houston Better Business Bureau
  • Better Business Bureau Pinnacle Award Winner
  • One of Houston’s Largest Stock Brokerage Firms – Houston Business Journal Book of Lists
  • Best Financial Advisor – Reader’s Choice Award

Memberships



  • Houston Better Business Bureau
  • Fort Bend Chamber of Commerce
  • Houston Livestock Show and Rodeo
  • Karl Young College Baseball




The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
Texas, Florida, Louisiana, Arizona, Oklahoma, Maryland, Colorado
Securities offered through LPL Financial member FINRA/SIPC