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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+)
BL

Brian Leigh Runkles

Maryland·CRD #3053096
Dual-registered

Dual-registered at VERIDIAN CAPITAL PARTNERS

Experience
28 yrs
States
6
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
BL

Brian Leland Franck

Minnesota·CRD #7371021
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM
View profile
BL

Brian Lewis McDonough

Alabama·CRD #5330369
Dual-registered

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

Experience
16 yrs
States
49
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
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BL

Brian Lewis Yates

Pennsylvania·CRD #2386154
Dual-registered

Dual-registered at ASSET ONE WEALTH MANAGEMENT, LLC

Experience
17 yrs
States
1
Exams
7
Since
2009
Fee
AUM
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BL

Brian Lindsay Chew

N/A·CRD #5115531
IA Rep

Investment Adviser Rep at SUN GROUP WEALTH PARTNERS LLC

Experience
8 yrs
Exams
2
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
BL

Brian L Kerber

Arizona·CRD #3239726
Dual-registered

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

Experience
27 yrs
States
16
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
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BL

Brian Lloyd Mason

Alabama·CRD #8274252
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
BL

Brian Louis Van Jura

Georgia·CRD #4285153
Dual-registered

Dual-registered at HORAN WEALTH, LLC

Experience
18 yrs
States
4
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
BL

Brian Louis Wade

Florida·CRD #2973765
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
28 yrs
States
4
Exams
5
Since
1998
Fee
AUM / Hourly / Flat Fee / Other
View profile
BL

Brian L Partridge

Alabama·CRD #4324539
Dual-registered

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

Experience
25 yrs
States
53
Exams
6
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
BL

Brian Lynch Collins

Illinois·CRD #4006006
IA Rep

Investment Adviser Rep at HUB INVESTMENT PARTNERS, LLC

Experience
4 yrs
States
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
BL

Brian Lynn Lahrman

Alabama·CRD #4683105
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
53
Exams
8
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BL

Brian Lynn Weese

California·CRD #2109121
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
35 yrs
States
2
Exams
5
Since
1991
Fee
AUM / Hourly / Flat Fee
View profile
BM

Brian Macellara

New Jersey·CRD #8031615
IA Rep

Investment Adviser Rep at CW ADVISORS, LLC

Experience
1 yrs
States
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
BM

Brian Macintosh

North Carolina·CRD #4955621
IA Rep

Investment Adviser Rep at COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

Experience
13 yrs
States
2
Exams
4
Since
2013
Est. fee
AUM
View profile
BM

Brian Magee Gorman

Alabama·CRD #7406938
Dual-registered

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

Experience
4 yrs
States
53
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Malkinson

California·CRD #6952754
IA Rep

Investment Adviser Rep at HBW ADVISORY SERVICES LLC

Experience
8 yrs
States
2
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brian Mark Barrett

Arizona·CRD #6946620
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
7 yrs
States
10
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brian Mark Upshaw

Alabama·CRD #6411033
Dual-registered

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

Experience
11 yrs
States
15
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Marmar

Alabama·CRD #2869506
Dual-registered

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

Experience
17 yrs
States
53
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Martin Chait

Florida·CRD #2777236
Dual-registered

Dual-registered at LYNX CAPITAL GROUP LTD

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Flat Fee / Other
Minimum
$500k
View profile
BM

Brian Martin Keller

New Jersey·CRD #6506026
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
BM

Brian Mathew Chustz

Florida·CRD #6243704
Dual-registered

Dual-registered at WAVERLY ADVISORS, LLC

Experience
13 yrs
States
3
Exams
3
Since
2013
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BM

Brian Matthew Bobby

Virginia·CRD #6910644
Dual-registered

Dual-registered at KINGSVIEW WEALTH MANAGEMENT, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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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