Invested Better
Unclaimed

Unclaimed

Unclaimed

Brody Jason Merrill

Anico Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brody? Claim Your Profile

About Brody Jason Merrill

Brody Jason Merrill is a financial professional with a focus on financial and operations. Brody Jason Merrill is a Principal of Anico Financial Services, Inc. and has been in the industry for 10 years. Brody Jason Merrill has been registered with FINRA since 2013, previously at USAA Investment Management Company and USAA Financial Advisors, Inc. Brody Jason Merrill has a Series 27 license, and previously passed the Series 63 exam. Brody Jason Merrill's current employment is with Anico Financial Services, Inc., located in Galveston, Texas.

Firm Information

Brody Merrill is currently registered with Anico Financial Services, Inc.. Anico Financial Services, Inc. is a Corporation formed on December 21, 2010. The firm is registered in 18 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

29

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brody Merrill’s Registration & Firm History

TX

02/12/2024 - Present

Anico Financial Services, Inc. (GALVESTON TX)

TX

12/05/2013 - 03/29/2019

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

TX

12/02/2013 - 03/29/2019

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

Not sure if Brody Jason Merrill is right for you?

Licenses & Designations

BC

Issued 02/10/2024

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brody Jason Merrill.
Not sure if Brody Jason Merrill is right for you?