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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Merrill is a financial advisor with Tanglewood Total Wealth Management, Inc., a Houston-based firm. Brian has a background in financial planning and specializes in portfolio management for both businesses and individuals. He holds the Series 65 license and is also a Certified Financial Planner. Brian is registered with the state of Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
11/10/2005 - Present
Tanglewood Total Wealth Management, Inc. (HOUSTON TX)
IA
Issued 11/09/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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