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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 Weatherly is an investment advisor representative with Quotient Wealth Partners, LLC based in Irving, TX. Brian has been in the financial services industry since 2012. Brian is a Series 65 and Series 63 licensed investment advisor. Brian has a long history of working with clients to develop comprehensive financial plans and manage their portfolios. Brian specializes in working with high-net-worth individuals and corporations, as well as individuals other than high-net-worth clients. Brian previously worked with firms such as Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., and Cetera Advisor Networks LLC. Brian is committed to providing his clients with the highest level of service and expertise.
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.
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.
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.
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TX
09/14/2023 - Present
Quotient Wealth Partners, LLC (IRVING TX)
TX
09/03/2020 - 10/19/2023
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
09/03/2020 - 10/19/2023
MERCER ALLIED COMPANY, L.P. (IRVING TX)
TX
09/05/2018 - 09/01/2020
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
05/23/2017 - 03/13/2018
FSC SECURITIES CORPORATION (HUDSON OAKS TX)
TX
02/28/2017 - 05/18/2017
VALKYRIE EQUITIES CORPORATION (DALLAS TX)
TX
06/02/2016 - 08/29/2016
HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)
TX
01/12/2016 - 06/08/2016
NEXBANK SECURITIES INC (DALLAS TX)
TX
08/21/2014 - 12/08/2015
REALTY CAPITAL SECURITIES, LLC (DALLAS TX)
TX
03/17/2014 - 08/01/2014
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
CO
03/18/2013 - 01/28/2014
WFG INVESTMENTS, INC. (CASTLE ROCK CO)
BC
Issued 05/11/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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