Brian
Eckhoff

Equitable Advisors, LLC

CRD#5993134
Investment Advisor
in Houston, TX

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About this Advisor

Brian Eckhoff is a financial advisor operating out of Houston, Texas, who has 2 years of industry experience. Eckhoff is on the advisory team at Equitable Advisors, LLC. Eckhoff has gained experience at Axa Advisors, LLC and Equitable Advisors, LLC. Eckhoff holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to operate in Texas. Equitable Advisors, LLC is a company that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 employees. It administers $25 billion in assets among its 75,222 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 177 charitable organizations. Of its 75,222 customer accounts, 42% are associated with high-net-worth investors who have more than $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services are based on the financial services. However, fee types charged by Equitable Advisors, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3200 Southwest Frwy #1800
Houston, TX 77027

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

TX Average: $7,464,549,021
Total Number of Employees

5,251

TX Average: 88
Total Number of Accounts

75,222

TX Average: 3,892
Average Account Size

$326,438

TX Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brian Eckhoff Work History

Brian has been registered as a financial advisor for 2 years.*

2012 - Present (12 years)

Equitable Advisors, LLC

2012 - 2020 (8 years)

Axa Advisors, LLC

*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 Brian Eckhoff 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 Equitable Advisors, LLC

Matthew Chirico
Stamford, CT
Brian Kelly
Houston, TX
Willie Myles
Cary, NC
Michael Stenach
Minneapolis, MN
Stephen Curlee
Franklin, TN
Sean Dambaugh
Mount Pleasant, SC
Steven South
Selma, AL
Jennifer Farris
Trussville, AL

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.

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