CFP®, Series 7 Securities Registration,1 Series 66 Advisory Registration,† Insurance License
Brad has been assisting with financial planning and investment guidance for clients since 2014. In his role as Associate Financial Advisor, Brad provides clients with an exceptional experience by working to optimize financial plans. He resides in Houston, TX and in his spare time, he enjoys scuba diving and playing soccer.
- BBA, Texas A&M University
- CERTIFIED FINANCIAL PLANNER™ Professional
The Smith-Moreland Financial Advisory team is located in our Houston - Galleria, TX office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.