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Our financial advice team


H Bradley Whatley, Financial Advisor serving the Sugar Land, TX area - Ameriprise Advisors

H Bradley Whatley

CFP®, PFS

Financial Advisor

Whatley Financial Advisors
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 8 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • PFS Personal Financial Specialist
  • PFS Personal Financial Specialist

Education

  • BBA, Accounting, Texas A&M University

Professional associations

  • AICPA Member

Previous experience

  • Financial Advisor - LPL Financial - Houston Texas, 1998 - 2014
  • Shareholder - PKF Texas - Houston, Texas, 1994-2004
  • Director Tax Services - Mir, Fox & Rodriguez - Houston, Texas, 1991-1994
  • Tax Department Partner -Ernst & Young - Houston, Texas, 1989-1991

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

River Pointe Church Advisory Board

Sugar Land Girls Softball Association - Former Board Member and President

Child Care Council of Greater Houston - Former Board Member and President

Leadership Houston - Class VII