G. Todd Lavergne

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G. Todd Lavergne

Senior Managing Director at U.S. Capital Wealth

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Phone (713) 343-4974
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G. Todd Lavergne Bio

Todd Lavergne is a Senior Managing Director at U.S. Capital Wealth, bringing nearly 36 years of experience in the financial industry.

He began his career with Merrill Lynch in 1990 before joining UBS in 2000 to help open the company's Woodlands office. He later played a key role in developing the Galleria and downtown Houston offices into some of the city's most influential financial centers.

In his free time, Todd is active in his church and local charities. He also enjoys raising chickens, keeping bees, and gardening. With a natural talent for market research, he enjoys studying new trends and portfolio allocation strategies. He has been married for 30 years and has three sons.

Chris McNeary2025-12-23T17:09:39-06:00

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713.366.0500

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Securities offered through Arax Securities, LLC (“Arax Securities”), member FINRA/SIPC. Investment advisory services offered through Arax Advisory Partners, LLC (“AAP”) d/b/a U.S. Capital Wealth Advisors (“USCWA”). Municipal advisory services offered through USCA Municipal Advisors, LLC, MSRB registered.

Advisory services offered through AAP using custody, trading and support services of Charles Schwab & Company, Inc. (“Schwab”), or National Financial Services (“NFS”). The introducing broker for accounts at NFS is either Arax Securities or Fidelity Brokerage Services, both members of FINRA/SIPC. Arax Securities, AAP and USCWA are not owned by, affiliated with or supervised by Schwab or NFS.

Brokerage services for many accounts held at NFS offered through Arax Securities.

Securities offered through Arax Securities, LLC, member FINRA/SIPC. Investment advisory services offered through Arax Advisory Partners, LLC d/b/a U.S. Capital Wealth Advisors.