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Brian Alexander Remson

CX Institutional, LLC

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About Brian Alexander Remson

Brian Remson is an investment advisor representative with Cx Institutional, LLC. Brian is a CERTIFIED FINANCIAL PLANNER™ professional. Brian has been in the financial services industry since 2012. Brian has experience working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, and churches. Cx Institutional, LLC offers financial planning, portfolio management for businesses and individuals, and other advisory services.

Firm Information

Brian Remson is currently registered with CX Institutional, LLC. CX Institutional, LLC is an investment advisor registered with the SEC. The firm manages $3,314,261,031 in assets for 10,540 accounts. CX Institutional, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals. Their clients include high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They also have a wrap fee program.
CX Institutional, LLC

200 EAST 7TH STREET

AUBURN, IN 46706

$3.31B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Remson’s Registration & Firm History

TX

02/11/2019 - Present

CX Institutional, LLC (Woodland TX)

TX

02/11/2019 - 07/29/2020

LPL FINANCIAL LLC (WOODWAY TX)

TX

06/12/2018 - 02/13/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (WOODWAY TX)

TX

10/14/2015 - 06/04/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (WACO TX)

TX

07/20/2012 - 10/20/2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WACO TX)

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Licenses & Designations

BOTH

Issued 09/14/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Alexander Remson.
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