Elizabeth Brady (CRD# 6284248) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 10 years of experience in the finance industry.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avion Wealth Fka Efficient Wealth Management, LLC | The Woodlands, TX | Jun 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- TX
-
Total Assets Under Management780MILLIONS
-
Total Number of Accounts2,039ACCOUNTS
-
Average Account Value$382,712
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, LA, TX
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