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Brian David Coventry

Advisor at Cetera — Quitman, TX

Updated today

Credentials

Series 63, Series 66

Experience

29 years

Location

Quitman, TX 75783

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,094 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Brian Coventry is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked with Avantax and its affiliated entities from 2007 through 2025, and currently operates Coventry Financial Texas LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides portfolio management, financial planning, and retirement services using a multi-manager platform with various program options and over $256 billion in assets under management.

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) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Quitman, TX

123 Lipscomb St.

Quitman TX 75783

Advisors at this office

1

Most active in

Texas

Work history

29 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - Present • 1 year

Quitman, TX

Coventry Financial Texas LLC

2023 - Present • 3 years

Quitman, TX

Avantax Insurance Agency, LLC

2014 - 2025 • 11 years

Quitman, TX

Avantax Insurance Agency and/or Avantax Insurance Services

2014 - 2025 • 11 years

Quitman, TX

Avantax Advisory services

2008 - 2025 • 17 years

Quitman, TX

Avantax Investment Services, INC.

2007 - 2025 • 18 years

Quitman, TX

Kestra Investment Services, LLc

2007 - 2007 • 1 year

Austin, TX

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 K

Series 63, Series 65

Winnsboro, TX

Las Colinas Capital Management, LLC

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.

Active portfolio management
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Robert G

Series 65

Winnsboro, TX

First Advisors National, LLC

Robert Gomez is a Series 65-credentialed financial advisor at First Advisors National, LLC with 12 years of industry experience. He has held roles at AmFirst Financial, LLC, First American National Investment Advisors, LLC, Accelerated Business Strategies Trust, and Cornerstone Integrated Technologies, LP. Outside of his advisory work, he is involved in business consulting on a self-employed basis. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach combines tactical and strategic allocation with fundamental analysis and emphasizes manager selection and monitoring.

Passive / index investing

Johan W

Series 66

Winnsboro, TX

Edward Jones

Johan Wessels is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at BMO Harris Bank, PNC Bank, and LifeWay Christian Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches, offering a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Mac H

CFP®, Series 63, Series 65

Holly Lake Ranch, TX

Raymond James & Associates

Mac Hargrove is a CFP® professional with 30 years of industry experience, currently serving at Raymond James & Associates since 2016. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

Darren S

Series 66

Winnsboro, TX

Edward Jones

Darren Swanner is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory work, he and his son broadcast local high school football and basketball games for Winnsboro ISD on the school’s streaming service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jason R

CFP®, Series 66

Mineola, TX

Edward Jones

Jason Ray is a financial advisor with Edward Jones in Mineola, TX, holding the CFP® and Series 66 designations and having 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves on multiple local boards including the Mineola Economic Development Corporation, the Mineola Education Foundation as Vice President of Development, the Northeast Texas Regional Mobility Authority, and the UT Health Quitman Advisory Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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