Houston, TX Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

3

Of 2,786 advisors across 1,209 offices

Location

Houston TX

Advisors at this office

3

Advisors at this office

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Vaidyanathan R

Series 63

Houston, TX

Commonwealth Financial Network

Vaidyanathan Ramaiah is a financial advisor with Commonwealth Financial Network based in Houston, TX. He holds a Series 63 designation and has 37 years of industry experience. Ramaiah has operated his own firm, Ramaiah Financial, since 2008 alongside his role at Commonwealth. He is also involved in fixed insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a wide range of adviser support services, including managed account programs, access to third-party managers, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Derek T

Series 63, Series 66

Houston, TX

Commonwealth Financial Network

Derek Thorp is a financial advisor with Commonwealth Financial Network in Houston, TX, holding the Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes roles at Meservey Financial Group, LPL Financial, and Wells Fargo Advisors. He is also the owner of MFG Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kayla D

Series 66

Houston, TX

Commonwealth Financial Network

Kayla Dillon is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds a Series 66 designation and has worked at Commonwealth since 2020. Prior to her advisory career, she was involved in the hospitality industry at Patrick's Pub & Eatery and attended the University of New Hampshire. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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