BB
CFP · ChFC
BB
CFP · ChFC

Bradly Baxter

11 Years of Experience
Houston, TX
BrokerSells Insurance

Bradly Baxter is a CFP, ChFC-designated registered investment advisor, based in Houston, TX, with 11 years of industry experience.

Location

1800 W Loop S, Suite 1900, Houston, TX, 77027

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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 ActivitiesSells Insurance

Bradly works with Wealth Enhancement Group as an LPL business and registered investment advisor, dedicating about half of his time to these investment-related activities. He also sells non-variable insurance products, including life, health, LTC, and fixed annuities, spending about a quarter of his time on this.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
August 2016 - Present · 9 yrs 9 mos
Wealth Enhancement Advisory Services, LLC
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
December 2014 - June 2025 · 10 yrs 6 mos
State Registrations20 states
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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.
Bradly Baxter - Financial Advisor | TrueAdvisor