Brian
Remson
Cx Institutional, LLC
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About this Advisor
Brian Remson is a certified financial planner based out of Woodway, Texas with a total of 4 years of relevant experience. Remson works at Cx Institutional, LLC. Throughout their career, they have worked 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, Lpl Financial LLC and Cx Institutional, LLC. Remson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Cx Institutional, LLC is a registered investment business operating out of Auburn, IN. The investment advisory business has offices in seven locations and a total of 88 people on staff. It manages $2 billion in assets among its 8,052 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 8,052 client accounts, 19% are held by high-net-worth individuals who have at least $1 million in investable assets. Cx Institutional, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely depend on the services. Fee types billed by Cx Institutional, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cx Institutional, LLC Brokerage Details
$2,099,990,160
88
8,052
$260,804
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
Brian has been registered as a financial advisor for 4 years.*
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
*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 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
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
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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.
