Brady Huston
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Breckenridge, TX 76424
Credentials
Series 66
Industry experience
6 years
About
Brady Huston is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Cameron University from 2013 to 2019. Outside of his advisory role, Huston is involved in managing rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Occupation focus
Professional Athlete
Doctor or Medical Professional
Founder/Business Owner
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
1608 West Walker Street
Breckenridge, TX 76424
Most active in
Brady H has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Edward Jones
2019 - Present (7 years)
UNEMPLOYED
2019 - 2019 (1 year)
Cameron University
2013 - 2019 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Edward M
Series 66
Breckenridge, TX
LPL Financial
Edward Miller is a financial advisor with LPL Financial and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Lincoln Financial Securities Corporation and First Command Financial Services. He is also involved with XEO Wealth Planning, a business focused on non-variable insurance products such as disability, long-term care, fixed annuities, and traditional life insurance. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options supported by an in-house research team that develops model portfolios and alternative strategies, allowing advisors to tailor solutions to client needs.
Gary G
CFP®, Series 63, Series 66
Breckenridge, TX
Edward Jones
Gary Glick is a CFP®-credentialed financial advisor with Edward Jones, based in Breckenridge, Texas, and has 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he owns and operates a ranch in Breckenridge. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
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