Brian Eckhoff is a registered investment advisor, based in Houston, TX, with 14 years of industry experience.
Location
802 W. 17th Street, Unit 200, Houston, TX, 77008
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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 is an Investment Advisor Representative (IAR) with Victory Financial Group d/b/a Capitalwise Wealth Management, spending nearly full-time on this role. He also works as an insurance agent, providing insurance advice and dedicating a few hours per week to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Victory Financial
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations3 states
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