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Brenna Weems

11 Years of Experience
Lubbock, TX
Broker

Brenna Weems is a registered investment advisor, based in Lubbock, TX, with 11 years of industry experience.

Location

5703 114th Street, Suite 100, Lubbock, TX, 79424

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brenna assists with bookkeeping, secretarial work, and errands for her husband's welding business, Back Window Welding Inc, dedicating minimal time. She also works as an agent for Cumbie Financial and OakCrest Advisors, dedicating about half of her time to each.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2024 - Present · 1 yr 10 mos
Raymond James Financial Services Advisors, INC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Cwm, LLC
February 2017 - August 2023 · 6 yrs 6 mos
United Capital Financial Advisers
January 2015 - December 2016 · 1 yr 11 mos
United Capital Financial Advisers
December 2013 - May 2014 · 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Brenna Weems - Financial Advisor | TrueAdvisor