| Brad Chappell, CIMA®, CRPC |
| Managing Partner & Founder |
| Direct: (832) 613-0302 | ||
| 9950 Woodloch Forest Dr, Ste 1560 | ||
| The Woodlands, TX 77380 | ||
| [email protected] | ||
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Brad holds Series 7, Series 66, and Series 31 FINRA registrations.
- Financial Planning’s “Top 40 Advisors Under 40” 2021
- On Wall Street “Top 40 Advisors Under 40” 2020
- Barron’s “Top 1,200 Financial Advisors: State-by-State” 2020-2021
- Forbes “Best in State Wealth Advisors” 2019-2022
- Forbes “Best-in-State Wealth Management Teams” – 2023