Brian Coventry is a registered investment advisor, based in Quitman, TX, with 28 years of industry experience.
Location
123 Lipscomb St., Quitman, TX, 75783
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian operates Coventry Financial Group and is an owner of Coventry Financial Texas LLC, providing financial services and securities business through Avantax. He spends nearly full-time servicing and managing client investment accounts, including 401k rollovers, IRAs, and variable annuities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Db Alex. Brown LLCBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.