Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthCharitable GivingSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$973K average
Assets Under Management
$3.3B
Fee Structure
Minimum Investment:$500
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Contact
Brian Alexander Remson
Location
15150 Badger Ranch Blvd., Suite 203, Woodland, TX, 76712
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cx Institutional, LLC
February 2019 - Present · 7 yrs
Previous Registrations
LPL Financial LLCBroker
February 2019 - July 2020 · 1 yr 5 mos
LPL Financial LLC
February 2019 - February 2019 · 0 mos
Raymond James Financial Services Advisors, INC
June 2018 - February 2019 · 8 mos
Raymond James Financial Services, INC.Broker
June 2018 - February 2019 · 8 mos
Raymond James Financial Services Advisors, INC
October 2015 - June 2018 · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
October 2015 - June 2018 · 2 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
September 2012 - October 2015 · 3 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
July 2012 - October 2015 · 3 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Brian is honored to be a part of Credent Wealth Management’s Advanced Planning Team. The team’s primary mission revolves around ensuring that every client at the firm not only receives an exceptional planning experience but also one that consistently surpasses their expectations.
Contact
Brian Alexander Remson