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Detailed Report
ANTHONY WAYNE SUMRALL
TONY WAYNE SUMRALL
CRD#: 4919922
IA
Investment Adviser
MANAGED FINANCIAL SERVICES CORP INCCRD#: 109806 10330 LAKE ROAD
SUITE U
HOUSTON, TX 77070
Registration History
201020122014201620182020202220242026IAMANAGED FINANCIAL SERVICES COR... (CRD# 109806)2010 - Present (14 years)
License(s)

State Registrations

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Louisiana 9/20/2012
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Texas 12/15/2010
Current Registration(s)
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MANAGED FINANCIAL SERVICES CORP INC (CRD#:109806)
10330 LAKE ROAD SUITE U, HOUSTON, TX 77070
10330 Lake Road Suite U, Houston, TX 77070
Registered with this firm since 12/15/2010
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.