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 6 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Brokerage Services Houston, TX Aug 2016 - Current 4
Wealth Enhancement Advisory Services, LLC Houston, TX Aug 2016 - Current 4
Lpl Financial, LLC Houston, TX Dec 2014 - Current 6
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
Grace Community Church Tyler, TX May 2013 - Aug 2013 < 1
Sky Ranch Van, TX May 2012 - Aug 2012 < 1
Sky Ranch Van, TX May 2011 - Aug 2011 < 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
    24,264
    MILLIONS
  • Total Number of Accounts
    65,029
    ACCOUNTS
  • Average Account Value
    $373,127
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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