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Brad Christian Little

TL PRIVATE WEALTH LLC·SOUTHLAKE, Texas
Series 7, Series 66CFPClean record16 years registeredTL PRIVATE WEALTH LLC
165 S KIMBALL AVE, SOUTHLAKE, TX 76092CRD# 5783449Firm CRD# 167818

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brad Christian Little · SOUTHLAKE, TX
Registration
CRD #5783449 · TL PRIVATE WEALTH LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

TL PRIVATE WEALTH
Jun 2013 – present
USAA FINANCIAL PLANNING SERVICES
Sep 2010 – Feb 2013
SAN ANTONIO, TX
FINANCIAL NETWORK INVESTMENT CORPORATION
Jun 2010 – Aug 2010
SAN ANTONIO, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · June 30, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TL PRIVATE WEALTH LLC
CRD 167818 · SEC 801-110449
AUM
$311M
Regulatory assets under management
Employees
4
614 client accounts
Services offered by TL PRIVATE WEALTH LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TL PRIVATE WEALTH LLC →
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05

Frequently Asked Questions

What services does Brad Christian Little offer?
Brad Christian Little specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SOUTHLAKE, Texas for a consultation.
What are Brad Christian Little's credentials?
Brad Christian Little holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brad Christian Little located?
Brad Christian Little is based in SOUTHLAKE, Texas, working with TL PRIVATE WEALTH LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.
How does Brad Christian Little charge for services?
Brad Christian Little's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TL PRIVATE WEALTH LLC?
TL PRIVATE WEALTH LLC has approximately 4 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TL PRIVATE WEALTH LLC

Dustin Richard Tondre
SOUTHLAKE, TX
CFP

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