Brian
Remson
Cx Institutional, LLC
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About this Advisor
Brian Remson is a financial advisor based in Woodway, Texas, working with Cx Institutional, LLC. Brian has previously held positions at Wells Fargo Advisors Financial Network, LLC, Raymond James Financial Services, Inc, Ferguson-Davis Wealth Management Group, Raymond James Financial Services Advisors Inc, Heart Of Texas Aquatics Team, Raymond James Financial Services Inc, 9012 Perspective Financial Group, Cx Institutional, LLC, and Lpl Financial LLC. Brian has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Brian is part of Cx Institutional, LLC, which operates out of Woodway, Texas. The firm has 8 offices and 85 employees. The firm manages assets totaling $2.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Cx Institutional, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Cx Institutional, LLC Brokerage Details
$2,386,979,619
85
8,548
$279,244
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brian Remson Work History
Cx Institutional, LLC
Lpl Financial LLC
Raymond James Financial Services Advisors Inc
Raymond James Financial Services Inc
9012 Perspective Financial Group
Heart Of Texas Aquatics Team
Raymond James Financial Services, Inc
Ferguson-Davis Wealth Management Group
Raymond James Financial Services Advisors Inc
Wells Fargo Advisors Financial Network, LLC
Disclosures
Please visit the SEC profile of Brian Remson 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 Cx Institutional, LLC
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