Personal relationships matter to me.
Brad Bouldin
As a LPL Wealth Advisor based in Texas oil country I work with and understand the unique financial planning needs of oil and gas industry business owners, senior executives and management. Although technology seems to be the norm I pride myself on face-to-face interactions between myself and my clients. Personal relationships matter to me.
I view each of my clients and their financial goals as a unique opportunity to help prepare them for the expected and unexpected, with personal advice and guidance tailored to their unique financial needs. Recommendations to clients may include equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, ​enabling the firm’s investment professionals to offer non-proprietary products and objective financial advice.
In addition to professional affiliations within the community I spend a lot of my time and resources helping some of those less fortunate. Whether through our local church, Beautiful Feet Ministries, or the Pythian Home, there are countless opportunities to give back to those in need. I am an active member of the "James Gang", a group of men dedicated to helping single mom's and families with needs.
I have a great family, wonderful wife, and two fantastic children. I am truly passionate about hunting, fishing, and the outdoors.
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