Bradly Baxter, financial advisor Houston TX

Bradly Baxter

CRD Number: 6343365
Current Firm: Wealth Enhancement Advisory Services, LLC

Bradly Baxter (CRD# 6343365) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Houston, TX and has over 8 years of experience in the finance industry. Bradly Baxter 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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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Wealth Enhancement Advisory Services, LLC Houston, TX Aug 2016 - Current 7
Wealth Enhancement Brokerage Services Houston, TX Aug 2016 - Current 7
Wealth Enhancement Group Houston, MN Aug 2016 - Current 7
Lpl Financial, LLC Houston, TX Dec 2014 - Current 9
Sfs Interests, Inc. Houston, TX Apr 2016 - Sep 2016 < 1
V Wealth Management, LLC Overland Park, KS Apr 2016 - Sep 2016 < 1
Texas A&m University College Station, TX Aug 2011 - Dec 2014 3
Sound Financial Solutions, LP Houston, TX May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2015
Contact Info for Bradly H. Baxter
Phone Number: 763-417-1700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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