AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BJ

Brian J Pendleton

Alabama·CRD #5820800
Dual-registered

Dual-registered at HENNION & WALSH ASSET MANAGEMENT, INC.

Experience
15 yrs
States
44
Exams
3
Since
2011
Est. fee
AUM / Commission
Minimum
$50k
View profile
BJ

Brian J Schwarzwalder

Alabama·CRD #6530903
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
10 yrs
States
53
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brian J Stoker

Utah·CRD #5515350
Dual-registered

Dual-registered at WEST RIDGE ADVISORS

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Brian J Szymczak

Illinois·CRD #7178602
IA Rep

Investment Adviser Rep at WELLMENT FINANCIAL

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
BJ

Brian Jude Tevenan

Arizona·CRD #4836462
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
22 yrs
States
23
Exams
4
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brian J Wohlner

California·CRD #6248850
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BJ

Brian J Zellner

North Carolina·CRD #4269140
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
18 yrs
States
1
Exams
11
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
BK

Brian Katz

Massachusetts·CRD #2426045
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
BK

Brian Kaye

Texas·CRD #7816878
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BK

Brian K Bohnen

Alabama·CRD #5190374
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
17 yrs
States
52
Exams
6
Since
2009
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
BK

Brian Keeney

Maryland·CRD #7797853
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BK

Brian Keith Atchley

Missouri·CRD #4723050
Dual-registered

Dual-registered at CONVERGENCE FINANCIAL

Experience
21 yrs
States
1
Exams
3
Since
2005
Fee
AUM / Hourly / Flat Fee
View profile
BK

Brian Keith Bernath

Alabama·CRD #2551709
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
30 yrs
States
53
Exams
5
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
BK

Brian Keith Box

Texas·CRD #7377982
IA Rep

Investment Adviser Rep at RETIREMENT PLAN ADVISORS, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
BK

Brian Keith Carickhoff

Delaware·CRD #2759195
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
29 yrs
States
19
Exams
7
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
BK

Brian Keith Greenberg

Alabama·CRD #2037442
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
36 yrs
States
32
Exams
4
Since
1990
Est. fee
AUM / Hourly / Flat Fee
View profile
BK

Brian Keith McGinnis

Florida·CRD #6033823
Dual-registered

Dual-registered at BISON WEALTH, LLC

Experience
14 yrs
States
1
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
BK

Brian Keith Mirau

Arizona·CRD #1823243
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
36 yrs
States
15
Exams
5
Since
1990
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
BK

Brian Keith Schuman

Arizona·CRD #2958669
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
29 yrs
States
28
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
BK

Brian Keith Shea

California·CRD #5949139
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
21
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
BK

Brian Keith Shelton

Texas·CRD #1675310
Dual-registered

Dual-registered at SHELTON WEALTH MANAGEMENT, LLC

Experience
38 yrs
States
1
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
BK

Brian Keith Speers

Alabama·CRD #2311551
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
33 yrs
States
32
Exams
4
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
BK

Brian Keith Swerdlow

Illinois·CRD #2200615
Dual-registered

Dual-registered at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
BK

Brian Keith Wronko

Mississippi·CRD #5260160
Dual-registered

Dual-registered at CREATIVEONE WEALTH, LLC

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

Financial Advisors - Page 424 | AdvisorFinder