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+)
BK

Brian Kelly Hershberger

Florida·CRD #4456878
Dual-registered

Dual-registered at WAVERLY ADVISORS, LLC

Experience
22 yrs
States
3
Exams
4
Since
2004
Fee
AUM / Hourly / Flat Fee / Performance-based
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BK

Brian Kenji Williams

North Carolina·CRD #5916723
IA Rep

Investment Adviser Rep at ALPHASTAR CAPITAL MANAGEMENT

Experience
15 yrs
States
1
Exams
1
Since
2011
Est. fee
AUM / Hourly / Flat Fee
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BK

Brian Kenneth Altounian

California·CRD #8146897
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
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BK

Brian Kenneth Groover

Alabama·CRD #5011238
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
16 yrs
States
52
Exams
7
Since
2010
Fee
AUM / Flat Fee / Performance-based
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BK

Brian Kent Falter Sr

Colorado·CRD #2701040
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
30 yrs
States
12
Exams
3
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BK

Brian Kevin Blankinship

Virginia·CRD #3148959
Dual-registered

Dual-registered at PETTYJOHN, WOOD & WHITE, INC.

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM
Minimum
$1.0M
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BK

Brian Kevin Clarke

New Jersey·CRD #2040538
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
1
Exams
10
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BK

Brian King Maxson

Arizona·CRD #1770890
Dual-registered

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

Experience
39 yrs
States
29
Exams
5
Since
1987
Est. fee
AUM / Commission / Flat Fee
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BK

Brian Kirby Stallcop

Arizona·CRD #4434646
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
25 yrs
States
13
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee / Other
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BK

Brian Krawsczyn

Alabama·CRD #8067811
Dual-registered

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

Experience
1 yrs
States
53
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
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BK

Brian K Schiess

New Jersey·CRD #6050503
IA Rep

Investment Adviser Rep at MODERA WEALTH MANAGEMENT, LLC

Experience
10 yrs
States
1
Since
2016
Fee
AUM / Hourly / Flat Fee
View profile
BK

Brian K Sullivan

Arizona·CRD #2556429
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
22
Exams
4
Since
1994
Est. fee
AUM / Flat Fee
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BK

Brian Kuhn

Arizona·CRD #4474832
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
24 yrs
States
27
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BK

Brian Kunkel

Minnesota·CRD #3041641
IA Rep

Investment Adviser Rep at USA FINANCIAL SECURITIES LLC

Experience
27 yrs
States
1
Exams
5
Since
1999
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
BK

Brian Kurtich

Pennsylvania·CRD #7642895
Dual-registered

Dual-registered at IP FINANCIAL ADVISORY SERVICES LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
BK

Brian Kyle Roush

California·CRD #6872298
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BL

Brian Lance Klatsky

N/A·CRD #2756511
Dual-registered

Dual-registered at GOLD COAST WEALTH MANAGEMENT, LLC

Experience
28 yrs
Exams
6
Since
1998
Est. fee
AUM / Performance-based
Minimum
$1.0M
View profile
BL

Brian Landry Thedford

Alabama·CRD #6202414
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
11 yrs
States
52
Exams
3
Since
2015
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
BL

Brian Lane

Texas·CRD #6376848
Dual-registered

Dual-registered at THE MATHER GROUP, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
BL

Brian Lannigan

Connecticut·CRD #1586832
Dual-registered

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

Experience
34 yrs
States
3
Exams
6
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
BL

Brian Laron Honn

Arkansas·CRD #2202015
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
10
Exams
5
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BL

Brian Laurence Mackin

Texas·CRD #4120118
IA Rep

Investment Adviser Rep at WEST FINANCIAL SERVICES, INC.

Experience
23 yrs
States
2
Exams
1
Since
2003
Fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
BL

Brian Lawrence Coughlan

Arizona·CRD #2254972
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BL

Brian Lawrence Lysaght

Kentucky·CRD #5076230
Dual-registered

Dual-registered at EUKLES ASSET MANAGEMENT, LLC

Experience
15 yrs
States
3
Exams
3
Since
2011
Fee
AUM
View profile

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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.

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