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Brad Christian Little

TL PRIVATE WEALTH LLC·SOUTHLAKE, Texas
Clean recordTL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brad Christian Little is a registered financial advisor based in SOUTHLAKE, Texas, affiliated with TL PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TL PRIVATE WEALTH LLC
TL PRIVATE WEALTH
AUM
$311M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TL PRIVATE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5783449
Firm CRD# 167818
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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