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Warren Alben Udd

Sather Financial Group, Inc.

Victoria, TX

CRD 4929353

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Employer firm

Sather Financial Group, Inc. CRD 109344

$2.27B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Sather Financial Group, Inc.

120 E. Constitution St, Victoria, TX 77901 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2005-04-21
  • TX RA
    APPROVED
    Since 2005-04-21

Branch Locations

120 E. Constitution St, Victoria, TX 77901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sather Financial Group Inc Victoria TX 03/2002 Present
Designations
  • Certified Financial Planner
Other Names
  • Warren A Udd

View on SEC IAPD

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Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · VICTORIA, TX
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ALLSTATE FINANCIAL ADVISORS, LLC · Victoria, TX

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