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+)
BM

Brian Morris Felshaw

Washington·CRD #6548905
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BM

Brian Morton

Alabama·CRD #6188699
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
11 yrs
States
25
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brian M Papp

Alabama·CRD #4425868
Dual-registered

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

Experience
24 yrs
States
53
Exams
5
Since
2002
Est. fee
AUM / Commission / Flat Fee
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BM

Brian M Rasmussen

California·CRD #6542430
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
11 yrs
States
3
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
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BM

Brian M Sartin

Arizona·CRD #5064537
Dual-registered

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

Experience
20 yrs
States
18
Exams
5
Since
2006
Est. fee
AUM / Commission / Flat Fee
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BM

Brian M Thompson

California·CRD #4214834
Dual-registered

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

Experience
21 yrs
States
16
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian M Truxaw

Kansas·CRD #7619457
IA Rep

Investment Adviser Rep at ELEVATION ADVISORY PARTNERS LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Flat Fee / Other
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BM

Brian Mullen

Arizona·CRD #4904248
Dual-registered

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

Experience
20 yrs
States
12
Exams
4
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Murphey

Alabama·CRD #4402660
Dual-registered

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

Experience
23 yrs
States
53
Exams
5
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Murray Bell

Alabama·CRD #2643944
Dual-registered

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

Experience
31 yrs
States
41
Exams
6
Since
1995
Est. fee
AUM / Commission / Flat Fee
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BM

Brian M Wang

Alabama·CRD #7359776
Dual-registered

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

Experience
3 yrs
States
28
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian M Webb

New York·CRD #7986083
Dual-registered

Dual-registered at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
View profile
BM

Brian M Williamson

Arizona·CRD #6542284
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
5 yrs
States
12
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BA

Brianna A Shealey

Georgia·CRD #7485747
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
4 yrs
States
1
Exams
3
Since
2022
Fee
AUM / Hourly / Flat Fee
View profile
BB

Brianna Barnes March

Pennsylvania·CRD #6291965
IA Rep

Investment Adviser Rep at BLBB ADVISORS

Experience
12 yrs
States
1
Exams
1
Since
2014
Fee
AUM / Flat Fee / Other
View profile
BD

Brianna Dunn

Alabama·CRD #6981927
Dual-registered

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

Experience
4 yrs
States
47
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
BE

Brianna Elisabeth Hoyt

Alabama·CRD #7964640
Dual-registered

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

Experience
2 yrs
States
22
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
BF

Brianna Freeman

South Carolina·CRD #7483381
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Brianna Karsseboom

Arizona·CRD #6975126
Dual-registered

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

Experience
7 yrs
States
21
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
BL

Brianna L Cheesmond

Alabama·CRD #6207383
Dual-registered

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

Experience
7 yrs
States
36
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
BL

Brianna Lynn Goll

Arizona·CRD #6907030
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
5 yrs
States
5
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BM

Brianna Marie Mariolle

California·CRD #6215765
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
9 yrs
States
1
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BM

Brianna McDonald

Florida·CRD #8053920
IA Rep

Investment Adviser Rep at AGW CAPITAL ADVISORS

Experience
1 yrs
States
1
Exams
2
Since
2025
Est. fee
AUM / Flat Fee / Other
View profile
BM

Brianna Michelle Resendez

Alabama·CRD #8245805
Dual-registered

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

States
47
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
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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