Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Braxton? Claim Your ProfileBraxton Bartlett is an Investment Advisor Representative with Hightower Advisors, LLC, based in Houston, TX. Braxton has been in the industry for over 5 years and previously worked with Wealth Enhancement Brokerage Services, LLC and LPL Financial LLC. Braxton holds Series 66 and Series 7TO licenses as well as the Securities Industry Essentials Examination (SIE). Braxton is a Certified Financial Planner and specializes in providing financial planning, portfolio management for businesses and individuals, and treasury management for corporate clients. Braxton focuses on working with high-net-worth individuals, insurance companies, charitable organizations, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
06/12/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
MN
10/03/2019 - 03/19/2020
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
TX
08/01/2019 - 03/13/2020
LPL FINANCIAL LLC (HOUSTON TX)
BOTH
Issued 10/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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