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Brandon Garrett Searcy

WPA FAMILY OFFICE, LLC·DALLAS, Texas
Unclaimed Profile
12240 INWOOD ROAD, DALLAS, TX 75244CRD# 4406555Firm CRD# 315566
01

About

Brandon Garrett Searcy is a registered financial advisor based in DALLAS, Texas, affiliated with WPA FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WPA FAMILY OFFICE, LLC
WPA FAMILY OFFICE, LLC
AUM
$142M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WPA FAMILY OFFICE, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4406555
Firm CRD# 315566
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brandon Garrett Searcy offer?
Brandon Garrett Searcy specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Brandon Garrett Searcy's credentials?
Brandon Garrett Searcy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Garrett Searcy located?
Brandon Garrett Searcy is based in DALLAS, Texas, working with WPA FAMILY OFFICE, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Brandon Garrett Searcy charge for services?
Brandon Garrett Searcy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WPA FAMILY OFFICE, LLC?
WPA FAMILY OFFICE, LLC has approximately 6 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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