Brianna
Black
Financial Life Advisors
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About this Advisor
Brianna Black is a certified financial planner working out of San Antonio, Texas who has 1 year of industry experience. Black is currently employed by Financial Life Advisors. Over the course of their career, Black has held roles at Wealthpoint Advisors, LLC, Tiff'S Treats, Alamo Financial Advisors, Texas A&M University, Texas A&M University Press, Target, John Jay Science And Engineering Academy and Financial Life Advisors. Black holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in Texas. Financial Life Advisors is a financial advisory business that has its headquarters in San Antonio, TX. It has $287 million in assets under management among its 764 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 764 customer accounts, 52% are associated with high-net-worth investors who have at least $1 million in assets. Financial Life Advisors provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees are based on the financial services offered. Fee types billed by Financial Life Advisors can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Life Advisors Brokerage Details
$286,662,650
10
764
$375,213
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brianna Black Work History
Brianna has been registered as a financial advisor for 1 years.*
Financial Life Advisors
Wealthpoint Advisors, LLC
Tiff'S Treats
Alamo Financial Advisors
Texas A&M University Press
Target
Texas A&M University
John Jay Science And Engineering Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brianna Black to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Life Advisors
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
