Brian Remson (CRD# 5775502) is an Investment Advisor Representative working at Cx Institutional, LLC in Woodland, TX and has over 11 years of experience in the finance industry. Brian Remson 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.
CRD# 7060484
Lpl Financial LLC
CRD# 1366957
Lpl Financial LLC
CRD# 2137572
Academy Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cx Institutional, LLC | Woodway, TX | Feb 2019 - Current | 5 |
| Lpl Financial LLC | Woodway, TX | Feb 2019 - Sep 2020 | 1 |
| Raymond James Financial Services Advisors Inc. | Woodway, TX | Jun 2018 - Feb 2019 | < 1 |
| Raymond James Financial Services Inc. | Woodway, TX | Jun 2018 - Feb 2019 | < 1 |
| 9012 Perspective Financial Group | Woodway, TX | Jun 2018 - Feb 2019 | < 1 |
| Heart Of Texas Aquatics Team | Waco, TX | Jul 2016 - Jun 2018 | 1 |
| Raymond James Financial Services, Inc. | Waco, TX | Oct 2015 - Jun 2018 | 2 |
| Ferguson-davis Wealth Management Group | Waco, TX | Oct 2015 - Jun 2018 | 2 |
| Raymond James Financial Services Advisors Inc. | Waco, TX | Oct 2015 - Jun 2018 | 2 |
| Wells Fargo Advisors Financial Network, LLC | Waco, TX | Apr 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- TX
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Total Assets Under Management2,387MILLIONS
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Total Number of Accounts8,548ACCOUNTS
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Average Account Value$279,244
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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