Lufkin, TX S First St. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
11 Financial
Team
Firm-wide stats for 11 Financial
About
11 Financial provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and corporations, offering both discretionary and non‑discretionary services and the option to engage sub‑advisers. The firm also offers hourly and fixed‑fee planning arrangements, free educational seminars, and states it has no account minimum requirement.
The firm’s investment approach combines fundamental analysis, technical analysis, and modern portfolio theory to tailor asset allocation, investment strategy, and risk tolerance to each client, with account reviews at least quarterly. 11 Financial requests discretionary trading authority for many accounts and discloses the use of active strategies, including long‑term and short‑term trading, short sales, margin, and options, and highlights the material risks associated with those techniques.
Noteworthy distinctions include the firm’s recent transition from SEC to state registration and disclosure of a 2025 consent order in Alabama resolving a notice‑filing deficiency with a $3,443 fine. The brochure also highlights that 11 Financial recommends Betterment as a sub‑adviser and that program fees combine Betterment’s platform fee with an additional advisory fee to the firm, discloses potential personal trading by representatives and receipt of soft‑dollar research, and operates under multiple DBAs including a physician‑planning brand and other outside business affiliations of management.
Based on 11 Financial
Location
504 S First St.
Lufkin TX 75901
Advisors at this office
3
Advisors at this office
Claudia V
Series 65
Lufkin, TX
11 Financial
Claudia Valladares is a financial advisor at 11 Financial in Lufkin, TX, holding a Series 65 designation with seven years of industry experience. She has worked at 11 Financial since 2018 and was previously with Envoy Advisory Inc. and Commercial Bank of Texas. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to client goals and risk tolerance.
Taylor K
CFP®, Series 66
Lufkin, TX
11 Financial
Taylor Kovar is a CFP® with 13 years of industry experience, currently serving as a financial advisor at 11 Financial since 2015. His prior experience includes roles at Merrill and Envoy Advisory Inc. Outside of his advisory work, Kovar is involved in several business ventures including real estate development, digital marketing, outdoor apparel, frozen treats, and a coffee shop, and he serves as an adjunct professor at Stephen F. Austin State University. 11 Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporations. The firm utilizes a combination of fundamental and technical analysis alongside modern portfolio theory to tailor investment strategies, offering both discretionary and non-discretionary services with regular account reviews.
Joseph C
Series 63, Series 65
Lufkin, TX
11 Financial
Joseph Ceasar is a financial advisor with 15 years of industry experience, currently serving at 11 Financial as part of a six-advisor team. He holds Series 63 and Series 65 licenses and has previously worked at Kovar Wealth Management, Semita Asset Management, and Investors of the Kingdom LLC. Ceasar is also the president of the board of directors for the Legacy Institute for Financial Education, a nonprofit organization. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, offering tailored investment strategies that include both long-term allocations and active trading approaches.
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