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Brooklynn Chandler Willy

Texas Financial Advisory

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About Brooklynn Chandler Willy

Brooklynn Chandler Willy is an Investment Advisor Representative at Texas Financial Advisory. Brooklynn has been registered with the SEC since 2014 and holds the Series 65 license. Brooklynn is currently registered in Texas. Brooklynn is also the owner of Texas Tax Advisory, LLC and Texas Insurance Advisory, LLC. Brooklynn is also co-founder of SHMILY Gifts From Above, a non-profit organization that supports students who have lost a parent. Brooklynn has a diverse background in finance and has worked with a variety of clients, including individuals, businesses, and charitable organizations.

Firm Information

Brooklynn Willy is currently registered with Texas Financial Advisory. Texas Financial Advisory is a financial advisory firm based in San Antonio, Texas, offering financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, and other entities. They manage approximately $117.87 million in assets for 633 clients.
Texas Financial Advisory

20650 STONE OAK PKWY, #100

SAN ANTONIO, TX 78258

$117.87M

Assets Under Management

Not reported

Total Clients

6

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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podcasts/radio show/television show

Podcasts/radio show/television show

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brooklynn Willy’s Registration & Firm History

TX

01/20/2022 - Present

Texas Financial Advisory (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 02/19/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brooklynn Chandler Willy.
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