Houston, TX 1233 West Loop S Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$346,178,261,888
ClientsTotal clients
493,979
AdvisorsAdvisors at this office
2
Of 6,461 advisors across 2,959 offices
Location
1233 West Loop S Suite 1800 Houston, Tx, Usa, 7702
Houston TX 77027
Advisors at this office
2
Advisors at this office
David C
CFP®, Series 63, Series 66
Houston, TX
Raymond James Financial
David Carbajal is a CFP® with 10 years of industry experience, currently affiliated with Raymond James Financial in Houston, TX. His prior roles include positions at Paul Comstock Partners and Hornor Townsend & Kent Inc. He is CEO and President of McAllister Carbajal Wealth, a support company focused on team branding. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.
James M
Series 63, Series 66
Houston, TX
Raymond James Financial
James Mcallister is a financial advisor with Raymond James Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include six years at Comerica Securities, Inc., and he currently leads McAllister Carbajal Wealth as CEO and President, a team name used for branding purposes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports municipal and public finance work through an affiliated municipal advisor.
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