Brandy Ariza (CRD# 4268340) is an Investment Advisor Representative working at Centric Advisors, LLC in Houston, TX and has over 17 years of experience in the finance industry. Brandy Ariza 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.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Sta Wealth Management, LLC
CRD# 2700256
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centric Advisors, Llc (formerly Majors & Mondragon, Llc) | Houston, TX | Dec 2018 - Current | 2 |
| Lpl | Houston, TX | Feb 2016 - Dec 2018 | 2 |
| Amegy Bank | Houston, TX | Feb 2016 - Dec 2018 | 2 |
| Amegy Wealth Advisors | Houston, TX | Feb 2016 - Dec 2018 | 2 |
| Community Resource Credit Union | Baytown, TX | Jan 2016 - Feb 2016 | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Oct 2001 - Feb 2016 | 14 |
| First Service Credit Union | Houston, TX | Aug 2013 - Dec 2015 | 2 |
| Cuso Financial Services | Houston, TX | Jun 2010 - Dec 2015 | 5 |
| First Service Credit Union | Houston, TX | Jan 2011 - Jul 2013 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2003 |
- TX
-
Total Assets Under Management101MILLIONS
-
Total Number of Accounts741ACCOUNTS
-
Average Account Value$135,902
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, TX, VT
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