AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JH

John C. Husbands

PORTFOLIO ADVISORY COUNCIL,L.L.C.
Houston, TX 77046
Some features on this profile are disabled
CRD#: 1695699
JH

Professional summary


John Clauge Husbands, who also goes by John Clague Husbands, is a registered financial advisor currently at PORTFOLIO ADVISORY COUNCIL,L.L.C. located in Houston, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. John has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Clague Husbands

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. PORTFOLIO ADVISORY COUNCIL, LLC. START DATE: 2004, 3 GREENWAY PLAZA, SUITE 1776, HOUSTON, TX 77046, RIA, INVESTMENT ADIVSOR, MANAGE MONEY FOR CLIENTS, INVESTMENT RELATED, 20 HOURS PER MONTH, 6 HOURS PER DAY DURING TRADING HOURS. 2. SOULES INSURANCE AGENCY, LP, START DATE: 01/2013, 701 N. SAN JACINTO, CONNOR, TX 77304, LIMITED PARTNERSHIP, LIMITED PARTNER, SALES, NOT INVESTMENT RELATED, 20 HOURS PER MONTH, 6 HOURS PER DAY DURING TRADING HOURS. 3. INDEPENDENT INSURANCE AGENT, START DATE: 1996, 701 N. SAN JACINTO, CONNOR TX 77046, SOLE-PROPRIETOR, INSURANCE AGENT, LIMITED PARTNER, FIXED INSURANCE SALES, NOT INVESTMENT RELATED, 40 HOURS PER MONTH, 6 HOURS PER DAY DURING TRADING HOURS. 4. CONROE ISD, START DATE: 2004, 3205 W. DAVIS, CONROE, TX 77304, GOVERNMENT ENTITY, BOARD OF TRUSTEES, BOARD MEMBER, OVERSIGHT OF SCHOOL DISTRICT POLICY AND BUDGET, NOT INVESTMENT RELATED, 30 HOURS PER MONTH, 1-2 HOURS PER DAY DURING TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Clauge Husbands'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®
None

Experience


Current

December 4, 2006 - Present

PORTFOLIO ADVISORY COUNCIL,L.L.C.

Office #1: 3 Greenway Plaza Suite 1776, Houston, TX 77046
RIA
CRD#: 107465
Houston, TX
Past

October 10, 2017 - March 6, 2018

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
Houston, TX
Past

January 5, 2007 - October 13, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
CONROE, TX
Past

December 4, 2006 - December 31, 2013

PORTFOLIO ADVISORY COUNCIL,L.L.C.

RIA
CRD#: 107465
HOUSTON, TX
Past

May 6, 1998 - January 10, 2007

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CONROE, TX
Past

March 13, 1996 - April 14, 1998

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

July 1, 1994 - December 31, 1995

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

May 28, 1991 - June 10, 1994

HART SECURITIES, INC.

BD
CRD#: 28389
HOUSTON, TX
Past

July 25, 1987 - May 13, 1991

MURCHISON INVESTMENT BANKERS, INC.

BD
CRD#: 20027

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".
PA
PORTFOLIO ADVISORY COUNCIL,L.L.C.
PORTFOLIO ADVISORY COUNCIL, L.L.C. | SUTTON WILLIAM THOMAS JR | PORTFOLIO ADVISORY COUNCIL,L.L.C.

CRD#: 107465 / SEC#: 801-27691

RIA
Registered Investment Advisory firm - (9/15/1986 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
(12/4/2006)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/6/2006
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PA
PORTFOLIO ADVISORY COUNCIL,L.L.C.
PORTFOLIO ADVISORY COUNCIL, L.L.C. | SUTTON WILLIAM THOMAS JR | PORTFOLIO ADVISORY COUNCIL,L.L.C.

CRD#: 107465 / SEC#: 801-27691

RIA
Registered Investment Advisory firm - (9/15/1986 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
3 Greenway Plaza Suite 1776, Houston, TX 77046
Mailing Address
Phone number
(713) 574-6015
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART II (3/25/2025)

Regulatory assets under management


Total Number of Accounts909
AUM (Assets Under Management)$ 465,030,058

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.

Company Information


PORTFOLIO ADVISORY COUNCIL,L.L.C.

CRD#: 107465Houston, TX 77046

TRUST BUT VERIFY

Monitor John Husbands

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Troy Lynn Wootton Jr
Troy WoottonAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Sugar Land, TX
Darren Dindinger
Darren DindingerAdvisorCheck Check Mark
ALLWORTH FINANCIAL, L.P.
IAR
RR
Orting, WA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics