JD
Juan Davila
Vice President - Wealth Advisor at Sovereign Wealth Advisors,
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Work Experience
Vice President - Wealth Advisor
Apr 2024 - Present · 9 months
Vice President - Senior Wealth Management
Apr 2016 - Mar 2024 · 7 years and 11 months
Business Solution Consultant
Feb 2008 - Oct 2016 · 8 years and 8 months
Company Details
Sovereign Wealth Advisors, LLC serves clients nationwide and across Texas who include high net-worth individuals, families, and corporations. The firm’s team of wealth consultants provide experienced financial assistance on retirement planning, education planning and investment management. With the client as its sole focus, the firm operates under the goal of protecting client assets and interests with integrity and objectivity. The advisors are not commission based, tied to quotas, or responsible for pushing proprietary products. For more information, visit www.sovereigngrp.com. Securities offered through LPL Financial. Member FINRA/SIPC (www.FINRA.org/www.SIPC.org). Investment advice offered through Sovereign Wealth Advisors, LLC, a registered investment advisor. Sovereign Wealth Advisors, LLC and Sovereign Coast Wealth Advisors, LLC, are separate entities from LPL Financial. The financial professionals associated with Sovereign Wealth Advisors, LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit www.sovereigngrp.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Year Founded
2005
Social Media
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Industry
Financial Services
HQ Location
3120 Southwest Freeway Suite 500 Houston, Texas 77098, US
Keywords
Financial PlanningInvestment ManagementInsuranceRetirement planning
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