Whitney Brady, financial advisor Odessa TX
93 score

Whitney Brady

CRD Number: 3124064
Current Firm: Planmember Securities Corporation

Whitney Brady (CRD# 3124064) is an Investment Advisor Representative working at Planmember Securities Corporation in Odessa, TX and has over 18 years of experience in the finance industry.

Similar Advisors
Dane Crunk, financial advisor Odessa TX
Dane E. Crunk
CRD# 4230207
Syntal Capital Partners, LLC
Score
101
Similar Advisors
Barry Brauchi, financial advisor Odessa TX
Barry L. Brauchi
CRD# 4699093
Syntal Capital Partners, LLC
Score
96
Similar Advisors
David Braunstein, financial advisor Odessa TX
David M. Braunstein
CRD# 1186259
Kvb Capital LLC
Score
96
Company Name Location Dates Years
Irm Distributors, Inc. Carpinteria, CA Aug 1998 - Current 18
Self - Insurance Agent Odessa, TX Mar 1991 - Current 25
Investment Solutions Group Aka Financial Fitness Odessa, TX Feb 1991 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
Contact Info for Whitney E. Brady
Phone Number: 805-684-1199
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Whitney Brady and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.