Unclaimed
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.
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.
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.
1
2
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)
BC
Issued 02/10/2024
Series 27 - Financial and Operations Principal Examination
Active
Inactive
F
FINRA
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