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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+)
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Brian Lawrence McMahon

Alabama·CRD #2982193
Dual-registered

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

Experience
28 yrs
States
53
Exams
7
Since
1998
Est. fee
AUM / Commission / Flat Fee
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Brian Lazusky

Florida·CRD #7348258
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Fee
AUM
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Brian L Chan

California·CRD #6551963
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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Brian L Curland

N/A·CRD #6857718
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

Experience
9 yrs
Since
2017
Fee
AUM / Flat Fee / Performance-based
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BL

Brian Lee Anderson

Alabama·CRD #5406726
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
19 yrs
States
10
Exams
5
Since
2007
Est. fee
AUM / Flat Fee
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BL

Brian Lee Bickford

Alabama·CRD #5591929
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
18 yrs
States
27
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
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BL

Brian Lee Breitenwischer

Arizona·CRD #1750353
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
38 yrs
States
15
Exams
6
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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Brian Lee Cain

Alabama·CRD #4232236
Dual-registered

Dual-registered at &PARTNERS

Experience
20 yrs
States
17
Exams
7
Since
2006
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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BL

Brian Lee Dightman

Kansas·CRD #4437224
Dual-registered

Dual-registered at THE RETIREMENT PLANNING GROUP, LLC

Experience
24 yrs
States
3
Exams
3
Since
2002
Est. fee
AUM / Flat Fee
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BL

Brian Lee Eckenrode

Alaska·CRD #2314499
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
33 yrs
States
27
Exams
4
Since
1993
Est. fee
AUM / Hourly / Flat Fee / Other
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Brian Lee Gevry

Ohio·CRD #2456218
IA Rep

Investment Adviser Rep at BOYD WATTERSON ASSET MANAGEMENT, LLC

Experience
26 yrs
States
1
Exams
2
Since
2000
Est. fee
AUM / Flat Fee / Performance-based
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BL

Brian Lee Gremminger

Texas·CRD #5631068
Dual-registered

Dual-registered at KINGSVIEW WEALTH MANAGEMENT, LLC

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
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Brian Lee Hardman

Arizona·CRD #1561113
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
38 yrs
States
12
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee
View profile
BL

Brian Lee Hayes

California·CRD #4094068
Dual-registered

Dual-registered at THE MATHER GROUP, LLC

Experience
24 yrs
States
3
Exams
8
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
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BL

Brian Lee Klitzke

Iowa·CRD #5109616
Dual-registered

Dual-registered at INTEGRITY ADVISORY SOLUTIONS

Experience
20 yrs
States
1
Exams
9
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
BL

Brian Lee Leone

Arizona·CRD #4367523
Dual-registered

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

Experience
25 yrs
States
27
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
BL

Brian Lee Marcukaitis

Alabama·CRD #2631615
Dual-registered

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

Experience
31 yrs
States
53
Exams
6
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
BL

Brian Lee Newman

Arkansas·CRD #4575471
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
24 yrs
States
22
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
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Brian Lee Russell

Tennessee·CRD #3267319
Dual-registered

Dual-registered at VALOR FINANCIAL SERVICES, LLC

Experience
27 yrs
States
1
Exams
4
Since
1999
Fee
AUM
View profile
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Brian Lee Slagle

Arizona·CRD #2895570
Dual-registered

Dual-registered at LOMBARD ADVISERS INCORPORATED

Experience
12 yrs
States
8
Exams
4
Since
2014
Est. fee
AUM / Flat Fee
View profile
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Brian Lee Sohn

Iowa·CRD #5427526
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
19 yrs
States
3
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
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Brian Lee Taylor

Illinois·CRD #4337776
Dual-registered

Dual-registered at CORNERSTONE SECURITIES LLC

Experience
11 yrs
States
3
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
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Brian Lee Thorkelson

Florida·CRD #4336809
Dual-registered

Dual-registered at PROSPERITY - AN EISNERAMPER COMPANY

Experience
16 yrs
States
3
Exams
5
Since
2010
Fee
AUM / Hourly / Flat Fee
View profile
BL

Brian Lee Vestal

Iowa·CRD #2533289
Dual-registered

Dual-registered at RIA ADVISORY GROUP, LLC

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. 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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