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Sally H. Branson

TEXAS FAMILY WEALTH
Friendswood, TX 77546
Some features on this profile are disabled
CRD#: 4147887
SB

Professional summary

Sally Harris Branson, who also goes by Sally Harris Hanson, Sally Lynn Harris, is a registered financial advisor currently at TEXAS FAMILY WEALTH, LLC located in Friendswood, Texas.

Sally is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Sally has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sally Harris Hanson | Sally Lynn Harris

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Name of Business: City of Friendswood Address: 910 S. Friendswood Drive, Friendswood, TX, 77546, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 05/06/2017 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Licensed insurance professional, same address, less than 10% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sally Harris Branson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 3, 2023 - Present

TEXAS FAMILY WEALTH, LLC

Office #1: 161 W Shadowbend Avenue Suite 101, Friendswood, TX 77546
RIA
CRD#: 327332
Friendswood, TX
Past

October 8, 2009 - October 3, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
FRIENDSWOOD, TX
Past

August 25, 2009 - October 3, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
FRIENDSWOOD, TX
Past

May 29, 2008 - August 14, 2009

EDWARD JONES

RIA
CRD#: 250
FRIENDSWOOD, TX
Past

May 2, 2000 - August 14, 2009

EDWARD JONES

BD
CRD#: 250
FRIENDSWOOD, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TEXAS FAMILY WEALTH, LLC
SHB FINANCIAL SERVICES, LLC | TEXAS FAMILY WEALTH, LLC

CRD#: 327332 / SEC#: 801-128585

RIA
Registered Investment Advisory firm - (8/18/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(10/3/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/23/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/3/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/1/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/24/2011
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/22/2010
General Securities Sales Supervisor - General Module Examination

Current Firm

TF
TEXAS FAMILY WEALTH, LLC
SHB FINANCIAL SERVICES, LLC | TEXAS FAMILY WEALTH, LLC

CRD#: 327332 / SEC#: 801-128585

RIA
Registered Investment Advisory firm - (8/18/2023 Approved)
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Contact information

Main Address
161 W Shadowbend Avenue Suite 101, Friendswood, TX 77546
Mailing Address
Phone number
(281) 482-3100
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TEXAS FAMILY WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/26/2025)

Regulatory assets under management

Total Number of Accounts975
AUM (Assets Under Management)$ 228,789,532

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TEXAS FAMILY WEALTH, LLC

CRD#: 327332Friendswood, TX 77546

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