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Harris Brett Hanson

TEXAS FAMILY WEALTH, LLC·FRIENDSWOOD, Texas
SIE, Series 7, Series 63, Series 66CFPClean record18 years registeredTEXAS FAMILY WEALTH, LLC
161 W SHADOWBEND AVENUE, FRIENDSWOOD, TX 77546CRD# 5173970Firm CRD# 327332

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harris Brett Hanson · FRIENDSWOOD, TX
Registration
CRD #5173970 · TEXAS FAMILY WEALTH, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

TEXAS FAMILY WEALTH, LLC
Oct 2023 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Mar 2012 – Oct 2023
FRIENDSWOOD, TX
EDWARD JONES
Dec 2007 – Mar 2012
FRIENDSWOOD, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · December 6, 2007
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TEXAS FAMILY WEALTH, LLC
CRD 327332 · SEC 801-128585
AUM
$215M
Regulatory assets under management
Employees
5
992 client accounts
Services offered by TEXAS FAMILY WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TEXAS FAMILY WEALTH, LLC →
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05

Frequently Asked Questions

What services does Harris Brett Hanson offer?
Harris Brett Hanson specializes in Financial Planning, Investment Management. Contact their office in FRIENDSWOOD, Texas for a consultation.
What are Harris Brett Hanson's credentials?
Harris Brett Hanson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Harris Brett Hanson located?
Harris Brett Hanson is based in FRIENDSWOOD, Texas, working with TEXAS FAMILY WEALTH, LLC. Their office serves clients in the FRIENDSWOOD metropolitan area and surrounding communities.
How does Harris Brett Hanson charge for services?
Harris Brett Hanson'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 TEXAS FAMILY WEALTH, LLC?
TEXAS FAMILY WEALTH, LLC has approximately 5 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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