Brandon
Ezell
49 Financial
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About this Advisor
Brandon Ezell is a financial advisor who works in Dallas, Texas. Ezell works at 49 Financial. Their career trajectory has included roles at Purshe Kaplan Sterling Investments, Thrivent D/Ba 49 Financial, Schaefer Outfitters, Clearfork Wealth Management, Fort Worth Stock Show And Rodeo, Edr Mangement, Marcus Bowen Landscape, Mira Vista Country Club, Student and 49 Wealth Management LLC. Ezell holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Texas. 49 Financial is a registered investment company that has its headquarters in Austin, TX. It administers $231 million in total assets between its 2,262 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 2,262 customer accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in assets. 49 Financial offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees usually depend on which services the firm provides the client. However, fees billed by 49 Financial likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$230,561,939
55
2,262
$101,928
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brandon Ezell Work History
Brandon has been registered as a financial advisor for 0 years.*
49 Wealth Management LLC
Purshe Kaplan Sterling Investments
Thrivent D/Ba 49 Financial
Schaefer Outfitters
Clearfork Wealth Management
Fort Worth Stock Show And Rodeo
Fort Worth Stock Show And Rodeo
Edr Mangement
Marcus Bowen Landscape
Marcus Bowen Landscape
Mira Vista Country Club
Marcus Bowen Landscape
Student
*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 Brandon Ezell 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 49 Financial
Austin, TX
Rogers, AR
Dallas, TX
Austin, TX
Charlotte, NC
Rogers, AR
Austin, TX
Austin, TX
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