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Brian Christopher Davis

CX Institutional, LLC

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About Brian Christopher Davis

Brian Christopher Davis is a financial advisor in Woodway, TX, and is registered with CX Institutional, LLC. Brian has been in the industry since 1998 and has experience with financial planning and portfolio management. Brian is also a Certified Financial Planner. Brian previously worked for LPL Financial LLC, Raymond James Financial Services, Inc., Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc..

Firm Information

Brian Davis 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 Davis’s Registration & Firm History

TX

02/11/2019 - Present

CX Institutional, LLC (Woodway TX)

TX

02/11/2019 - 07/29/2020

LPL FINANCIAL LLC (WOODWAY TX)

TX

10/14/2015 - 02/13/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (WOODWAY TX)

TX

07/15/2011 - 10/20/2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WACO TX)

TX

01/01/2008 - 07/15/2011

WELLS FARGO ADVISORS, LLC (WACO TX)

TX

03/23/1999 - 01/03/2008

A. G. EDWARDS & SONS, INC. (WACO TX)

SC

11/09/1998 - 03/22/1999

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

BC

Issued 01/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Christopher Davis.
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