Theodore X. Koinis

HELIOS WEALTH ADVISORS

PEARLAND, TX 77584

Some features on this profile are disabled

CRD#: 2447301

Professional summary

Theodore Xenophon Koinis, AIF®, CFP® is a registered financial advisor currently at HELIOS WEALTH ADVISORS, LLC located in Pearland, Texas.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Theodore has worked at 7 firms and has passed the Series 66, Series 63 and Series 7 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.

Mr. Koinis is also the Manager of Silver Pear 518 Business Park, Ltd. The address is PO Box 79650 Houston, TX 77279. Start date was on March 1st 2020. Mr. Koinis handles the day-to-day operations of the center, which includes paying bills for the utilities, taxes, addressing maintenance items as they arise, etc. Mr. Koinis is responsible for budgeting expenses and rent collection. Mr. Koinis devotes approximately 20 hours per month to this outside business activity. Mr. Koinis devotes approximately 5 hours per month during securities trading hours to this outside business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Xenophon Koinis's 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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

April 1, 2005 - Present

HELIOS WEALTH ADVISORS, LLC

Office #1: 8703 Broadway Suite 111, Pearland, TX 77584

RIA

CRD#: 134444

PEARLAND, TX

Past

March 15, 2005 - September 9, 2009

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

HOUSTON, TX

Past

January 1, 2004 - March 21, 2005

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

January 22, 2003 - September 27, 2004

FINANCIAL SYNERGIES WEALTH ADVISORS, INC.

RIA

CRD#: 124625

HOUSTON, TX

Past

August 8, 2000 - March 4, 2005

FINANCIAL SYNERGIES ADVISORY INC

RIA

CRD#: 104970

HOUSTON, TX

Past

May 26, 1995 - January 1, 2004

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

February 8, 1994 - May 26, 1995

DICKINSON & CO.

CRD#: 689

DES MOINES, IA

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
(4/1/2005)

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 66

Date: 6/8/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/9/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/7/1994

General Securities Representative Examination

Current Firm

HELIOS WEALTH ADVISORS, LLC

CRD#: 134444 / SEC#: 801-63986

RIA

Registered Investment Advisory firm - (11/8/2005 Terminated)

Louisiana

Registered Investment Advisory firm - (8/4/2011 Terminated)

Texas

Registered Investment Advisory firm - (11/2/2005 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

8703 Broadway St. Suite 111, Pearland, TX 77584

Mailing Address

Phone number

(713) 893-0070

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	140
AUM (Assets Under Management)	$ 84,093,071

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.

Similar Advisors

Troy Wootton

EDWARD JONES

IAR

Sugar Land, TX

Darren Dindinger

ALLWORTH FINANCIAL, L.P.

IAR

Orting, WA

Li-e Wang

TRANSAMERICA FINANCIAL ADVISORS, LLC

Houston, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Theodore X. Koinis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Xenophon Koinis's CRS (Customer Relationship Summary).

Certified licenses

Experience

HELIOS WEALTH ADVISORS, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CETERA ADVISORS LLC

FINANCIAL SYNERGIES WEALTH ADVISORS, INC.

FINANCIAL SYNERGIES ADVISORY INC

IFG NETWORK SECURITIES, INC.

DICKINSON & CO.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2000

Series 63

Date: 2/9/1994

Series 7

Date: 2/7/1994

Current Firm

HELIOS WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HELIOS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors