Gary Brand, financial advisor Houston TX
101 score

Gary Brand

CRD Number: 5136539
Current Firm: The Goff Financial Group

Gary Brand (CRD# 5136539) is an Investment Advisor Representative working at The Goff Financial Group in Houston, TX and has over 10 years of experience in the finance industry. Gary Brand 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.

Professional Designations
Company Name Location Dates Years
Matthew Goff Investment Advisor, LLC Houston, TX Jan 2014 - Current 3
Tpt Properties, LLC Houston, TX Nov 1987 - Current 29
Thrivent Investment Management Inc. Stafford, TX Nov 2006 - Dec 2013 7
Thrivent Financial For Lutherans Appleton, WI Nov 2006 - Dec 2013 7
Unemployed Houston, TX Sep 2006 - Nov 2006 < 1
Ameriprise Financial Services Inc. Houston, TX Apr 2006 - Sep 2006 < 1
H And R Block Houston, TX Jan 2006 - Apr 2006 < 1
Kaplan Premier Houston, TX Jun 1999 - Apr 2006 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Gary S. Brand
By the Numbers
  • Total Assets Under Management
    196
    MILLIONS
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $479,815
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

TX

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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