Brian Cheatham, financial advisor The Woodlands TX

Brian Cheatham

CRD Number: 6918524
Current Firm: Diamond Client Group, LLC

Brian Cheatham (CRD# 6918524) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Peak Brokerage Services, LLC Jupiter, FL Jun 2021 - Current 1
Diamond Client Group The Woodlands, TX Feb 2021 - Current 1
Ameritas Life Insurance Corp. The Woodlands, TX Jan 2021 - Current 1
Massmutual/diamond Client Group LLC The Woodlands, TX Feb 2018 - Feb 2021 3
Mml Investor Services Houston, TX Aug 2018 - Dec 2020 2
Parking Concepts Inc. Dfw Airport, TX May 2010 - Feb 2018 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Brian C. Cheatham
Phone Number: 832-319-1560
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States


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