Brian Fees, financial advisor Gonzales TX

Brian Fees

CRD Number: 5183137
Current Firm: Prospera Financial Services, Inc.

Brian Fees (CRD# 5183137) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Gonzales, TX and has over 17 years of experience in the finance industry. Brian Fees has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Prospera Financial Services Dallas, TX Jul 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Brian J. Fees
Phone Number: 972-581-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,913
    MILLIONS
  • Total Number of Accounts
    20,915
    ACCOUNTS
  • Average Account Value
    $378,345
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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