Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Coventry is a financial advisor with Avantax Advisory Services. Brian has been a registered representative since February 11, 1997, and has experience in the industry for over 25 years. Brian specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Brian is registered with the state of Texas and holds Series 7, 8, 24, 63 and 66 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
01/09/2008 - Present
Avantax Advisory Services (QUITMAN TX)
TX
04/04/2000 - 11/01/2007
NFP SECURITIES, INC. (AUSTIN TX)
MD
02/18/1998 - 03/17/2000
DB ALEX. BROWN LLC (BALTIMORE MD)
TX
02/11/1997 - 01/20/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 06/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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