WEALTHSTREET INVESTMENT ADVISORS, LLC

WEALTHSTREET INVESTMENT ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 286473). Regulatory assets under management: $1.2B.

Registration

Officers, owners & control persons (6)

NameRoleLocation
RAY CHARLES LOUISCHAIRMAN OF THE BOARD, LIMITED PARTNER; MANAGING DIRECTOR; MANAGING MEMBER—
RAY JOSEPH HOWARDPRESIDENT, MANAGING DIRECTOR; TRUSTEE—
BECK MICHAEL ROTHCHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; MANAGING MEMBER; MEMBER, MANAGING DIRECTOR—
KANE MICHAEL HARRYMEMBER, MANAGING DIRECTOR—
HEIL LYNETTE KAYCHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, MEMBER—
REYNOSO LESLIE JOCELYNEMANAGING MEMBER; MEMBER—

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