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Managed Financial Services Corp Inc
SEC-regulated
Registered investment advisor
Anthony Sumrall is a registered Fiduciary with Managed Financial Services Corporation, Inc., located in Houston, Texas. He has been with the firm since June 2007, serving as an Investment Adviser Principal. Mr. Sumrall's educational background includes attending Newbury Jr. College. There are no disclosed disciplinary events related to Mr. Sumrall or the firm. He does not engage in any other investment-related activities and does not receive additional compensation for advisory services. Mr. Sumrall's advisory activities are supervised by John W. Cook, the President of the firm, who reviews his activities regularly through various means such as new account forms, trade blotters, and client correspondence. Clients can contact Mr. Cook at (281) 880-7200 for any supervision-related inquiries. For more information, clients can refer to the SEC's website.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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