Brian Alexander Remson
Investment adviser representative at Cx Institutional, LLC
5 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
5 years in the industry.
- Cx Institutional, LLCFeb 2019 to now
- LPL Financial LLCFeb 2019 to Sep 2020
- 9012 Perspective Financial GroupJun 2018 to Feb 2019
- Heart of Texas Aquatics TeamJul 2016 to Jun 2018
- Raymond James Financial Services Advisors Inc.Oct 2015 to Feb 2019
- Raymond James Financial Services, Inc.Oct 2015 to Feb 2019
- Ferguson-davis Wealth Management GroupOct 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cx Institutional, LLC
$4.5BAssets managed
4,560Clients
80Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5775502
- Firm CRD
- 292627