![Jessi Ayrer, financial advisor Houston TX](/img/ws/profile-blank-sq.png)
Jessi Ayrer (CRD# 6772363) is an Investment Advisor Representative working at Intrua Financial in Houston, TX and has over 5 years of experience in the finance industry.
![Matthew Goff, financial advisor Houston TX](/img/ws/profile-blank-sq.png)
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Houston, TX | Mar 2017 - Current | 7 |
Intrua Financial, LLC | Houston, TX | Mar 2017 - Current | 7 |
Texas Teachers | Houston, TX | Nov 2014 - Mar 2017 | 2 |
Ticketnetwork | South Windsor, CT | Jan 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- TX
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Total Assets Under Management1,657MILLIONS
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Total Number of Accounts7,354ACCOUNTS
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Average Account Value$225,255
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NJ, NM, OK, PA, TN, TX, VA, WA, WI
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