Maco S. Fowlkes

BRANSON FOWLKES & CO

Houston, TX 77027

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CRD#: 1552712

Professional summary

Maco Stewart Fowlkes, CFP®, ChFC®, CLU® is a registered financial advisor currently at BRANSON FOWLKES & CO INC located in Houston, Texas and BRANSON FOWLKES RUSSELL INC located in Houston, Texas.

Maco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Maco has worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1-BRANSON, FOWLKES/ RUSSELL INC; INVESTMENT RELATED;19 Briar Hollow,Suite 130 HOUSTON TX 77027; RIA; PRINCIPAL AND IAR; 1991; 30 HRS/MONTH; 1 HR/DAY; COMPENSATION-FEES; MANAGING INVESTMENT PORTFOLIOS ON A FEE BASIS. 2- BRANSON, FOWLKES & CO,L INC; INVESTMENT RELATED;19 Briar Hollow,Suite 130 HOUSTON TX 77027; APPOINTMENT WITH MULTIPLE LIFE AND ANNUITY INSURANCE CARRIERS; PRINCIPAL/ INDIVIDUALLY APPOINTED AGENT; 1991; 15 HRS/MONTH; 1 HR/DAY; COMPENSATION-COMMISSIONS; PERIODICALLY RECOMMEND TRADITIONAL INSURANCE PRODUCTS. 3- BRANSON, FOWLKES & CO,L INC; INVESTMENT RELATED;19 Briar Hollow,Suite 130 HOUSTON TX 77027; INDEPENDENT RIA; PRINCIPAL/IAR; 1991; 120 HRS/MONTH; 6 HRS/DAY; COMPENSATION-FEES; MANAGING INVESTMENT PORTFOLIOS ON A FEE BASIS. 4)West Harris County MUD 5;not investment related;10000 Memorial Drive,#260,Houston,TX 77024;water board;assistant secretary;01/01/2018;1 hr/month;0 hrs during trading;assistant secretary,listen & approve operation reports,approve checks to pay operational expenses

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maco Stewart Fowlkes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1988

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

November 22, 2004 - Present

BRANSON FOWLKES & CO INC

Office #1: 19 Briar Hollow Lane Suite 130, Houston, TX 77027

RIA

CRD#: 107657

Houston, TX

Current

April 8, 2005 - Present

BRANSON FOWLKES RUSSELL INC

Office #1: 19 Briar Hollow Lane Suite 130, Houston, TX 77027

RIA

CRD#: 107656

Houston, TX

Past

December 16, 2008 - December 9, 2022

TRIAD ADVISORS LLC

CRD#: 25803

HOUSTON, TX

Past

October 31, 2008 - December 5, 2008

OSAIC SERVICES, INC.

CRD#: 133763

HOUSTON, TX

Past

September 12, 1996 - October 31, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

HOUSTON, TX

Past

August 11, 1994 - July 17, 1995

DOMINION INVESTOR SERVICES, INC.

CRD#: 21548

MARBLE FALLS, TX

Past

June 15, 1990 - December 8, 1992

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

May 17, 1988 - June 22, 1990

KNIBBE FINANCIAL GROUP, INC.

CRD#: 14436

Past

October 21, 1987 - April 26, 1988

MAY & O'CONNOR CAPITAL INC

CRD#: 13326

Past

September 26, 1986 - November 9, 1987

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRANSON FOWLKES & CO INC

CRD#: 107657 / SEC#: 801-44173

RIA

Registered Investment Advisory firm - (6/22/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/22/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/7/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/25/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/4/1996

General Securities Principal Examination

Current Firm

BRANSON FOWLKES & CO INC

CRD#: 107657 / SEC#: 801-44173

RIA

Registered Investment Advisory firm - (6/22/1993 Approved)

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Contact information

Main Address

19 Briar Hollow Lane Suite 130, Houston, TX 77027

Mailing Address

Phone number

(713) 780-0606

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,094
AUM (Assets Under Management)	$ 407,030,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Maco S. Fowlkes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maco Stewart Fowlkes's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRANSON FOWLKES RUSSELL INC

TRIAD ADVISORS LLC

OSAIC SERVICES, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

DOMINION INVESTOR SERVICES, INC.

NEW ENGLAND SECURITIES

KNIBBE FINANCIAL GROUP, INC.

MAY & O'CONNOR CAPITAL INC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

BRANSON FOWLKES & CO INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2000

Series 63

Date: 2/25/1987

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/20/1986

Series 24

Date: 12/4/1996

Current Firm

BRANSON FOWLKES & CO INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRANSON FOWLKES & CO INC

TRUST BUT VERIFY

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