Brian
Weatherly
Quotient Wealth Partners, LLC
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About this Advisor
Brian Weatherly is a financial advisor based in Irving, Texas, working with Quotient Wealth Partners, LLC. Brian has previously held positions at Fidelity Investments, Realty Capital Securities, LLC, Nexbank Securities Inc, Valkyrie Equities Corporation, Veteran Capital, Fsc Securities Corp, Goldman Sachs Personal Financial Management, Cetera Advisor Networks LLC, Quotient Wealth Partners, LLC, and Mercer Allied Company, L.P. Brian has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Brian is part of Quotient Wealth Partners, LLC, which operates out of Irving, Texas. The firm has 3 offices and 39 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Quotient Wealth Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Quotient Wealth Partners, LLC Brokerage Details
$3,116,745,366
39
6,209
$501,972
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
Brian Weatherly Work History
Quotient Wealth Partners, LLC
Mercer Allied Company, L.P
Goldman Sachs Personal Financial Management
Cetera Advisor Networks LLC
Valkyrie Equities Corporation
Fsc Securities Corp
Nexbank Securities Inc
Veteran Capital
Fidelity Investments
Realty Capital Securities, LLC
Disclosures
Please visit the SEC profile of Brian Weatherly 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 Quotient Wealth Partners, LLC
Irving, TX
Irving, TX
Irving, TX
Littleton, CO
Irving, TX
Irving, TX
Irving, TX
Irving, TX
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