Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
19yrs
Based in Houston, Texas, Brian Standefer is a fiduciary financial advisor with 19 years of industry experience. Brian joined LPL Financial in 2007, a firm offering financial planning, investment management, and educational workshops. Brian holds the CFP® designation.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 63% of advisors in Texas
Office2200 Space Park Dr. Suite 235, Houston, TX 77058
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2007 – nowLPL Financial LLCCurrent firm
Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call LPL Financial at 704-733-3300 and ask for Brian Standefer. Brian works from the Houston, TX office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2007, about 19 years. More experience than 63% of advisors in Texas.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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