Brandy Ariza, financial advisor Houston TX

Brandy Ariza

CRD Number: 4268340
Current Firm: Centric Advisors, LLC

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.

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Professional Designations
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
Contact Info for Brandy A. Ariza
Phone Number: 888-215-5888
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    741
    ACCOUNTS
  • Average Account Value
    $135,902
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, TX, VT

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