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Brian Coventry

Advisor at Cetera

Updated today

Location

Quitman, TX 75783

Credentials

Series 63, Series 66

Industry experience

29 years

About

Brian Coventry is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Avantax and its related entities since 2007 and currently owns Coventry Financial Texas LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

123 Lipscomb St.

Quitman, TX 75783

Most active in

Texas

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Coventry Financial Texas LLC

2023 - Present (3 years)

Avantax Insurance Agency, LLC

2014 - 2025 (11 years)

Avantax Insurance Agency and/or Avantax Insurance Services

2014 - 2025 (11 years)

Avantax Advisory services

2008 - 2025 (17 years)

Avantax Investment Services, INC.

2007 - 2025 (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert Kecseg is a financial advisor at Las Colinas Capital Management, LLC with 44 years of industry experience. He has been with Las Colinas Capital Management since 2007 and previously worked at First Research Financial for 25 years. He holds Series 63 and Series 65 designations. Las Colinas Capital Management provides investment management services to individuals, retirement accounts, qualified plans, trusts, and businesses. The firm manages value-oriented, bottom-up portfolios with an emphasis on individual security selection and hands-on research, including company visits and management interviews.

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