Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro

Located in Houston, Texas

Address: 3330 N Galloway Ave #309, Mesquite, TX 75150, United States

Phone: +1 972-613-2525

Rating: 4.5

Review 1 (2019-07-02 - Rating: 5)
Working with Brad has been a great experience. I found him through Dave Ramseys ELP program. Upon having my son, I wanted to set up a College 529 Plan ASAP but two other CFP never responded to my inquiry. Brad took extra time to explain the 529, how it works and what the best options were for our situation/goals. After that, I also transferred son stagnant IRAs we opened through our bank and rollover those over. Brad has been a great asset and he very personable and knowledgeable.

Review 2 (2021-06-20 - Rating: 5)
Appreciate his advice, he took time to listen to my questions and explain. He is a financial advisor for the long run. For today and the future, not just a salesman for today and thats it. He will help you plan for the future. He shows experience, knowledge and organization. Friendly staff and convenient location. No pressure to sell a particular product or fund. Found out that other advisors are more salesmen than advisors, he is not that type of advisor. Suggest listen to what he can present, evaluate and plan your future.

Review 3 (2021-11-13 - Rating: 5)
Brad is a wealth of knowledge! Helped my son tremendously with his knowledge. He was very hospitable, funny, and spoke with humility towards my son.