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+)
BO

Brian O Walter

Alabama·CRD #5290167
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
7 yrs
States
48
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
View profile
BP

Brian P Alderson

North Carolina·CRD #5526339
IA Rep

Investment Adviser Rep at PROVIDENCE CAPITAL ADVISORS, LLC

Experience
8 yrs
States
1
Since
2018
Est. fee
AUM / Hourly
Minimum
$500k
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BP

Brian Parks

Pennsylvania·CRD #8298321
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

States
1
Exams
1
Since
2026
Fee
AUM
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BP

Brian Patrick Bertolini

New Jersey·CRD #5609189
Dual-registered

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

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
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BP

Brian Patrick Bessner

Arizona·CRD #5103138
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
13
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BP

Brian Patrick Blick

Alabama·CRD #6396978
Dual-registered

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

Experience
11 yrs
States
25
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
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BP

Brian Patrick Corbett

Alabama·CRD #2642250
Dual-registered

Dual-registered at FIRST CITIZENS ASSET MANAGEMENT, INC

Experience
25 yrs
States
47
Exams
5
Since
2001
Fee
AUM
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BP

Brian Patrick Corrigan

California·CRD #4258969
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
25 yrs
States
18
Exams
5
Since
2001
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
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BP

Brian Patrick Dean

Colorado·CRD #4199550
Dual-registered

Dual-registered at UNITED BROKERAGE SERVICES INC

Experience
25 yrs
States
16
Exams
4
Since
2001
Est. fee
AUM
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BP

Brian Patrick Dervin

Nebraska·CRD #5603476
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

Experience
18 yrs
States
1
Exams
1
Since
2008
Est. fee
AUM / Hourly / Flat Fee
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BP

Brian Patrick Drohan

Connecticut·CRD #6559612
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
10 yrs
States
7
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Brian Patrick Feeley

Arizona·CRD #4923435
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
10
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BP

Brian Patrick Flanagan

Connecticut·CRD #7583801
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
3 yrs
States
3
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BP

Brian Patrick Galarza

Alabama·CRD #5089911
Dual-registered

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

Experience
20 yrs
States
31
Exams
5
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Brian Patrick Gallagher

Pennsylvania·CRD #6432001
Dual-registered

Dual-registered at BLBB ADVISORS

Experience
11 yrs
States
1
Exams
4
Since
2015
Fee
AUM / Flat Fee / Other
View profile
BP

Brian Patrick Gibson

New Jersey·CRD #2340656
Dual-registered

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

Experience
31 yrs
States
1
Exams
6
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Brian Patrick Higgins

Alabama·CRD #1061787
Dual-registered

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

Experience
44 yrs
States
27
Exams
4
Since
1982
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Brian Patrick Hoguet

Arizona·CRD #4487875
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
15
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BP

Brian Patrick Hoodjer

Iowa·CRD #4941216
IA Rep

Investment Adviser Rep at FINANCIAL & TAX ARCHITECTS, LLC

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Flat Fee
View profile
BP

Brian Patrick Hynes

Arizona·CRD #5790036
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
30
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BP

Brian Patrick Kavanaugh

California·CRD #4652903
Dual-registered

Dual-registered at ARCHVEST WEALTH ADVISORS, INC.

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BP

Brian Patrick McKenna

Arizona·CRD #4948048
Dual-registered

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

Experience
19 yrs
States
29
Exams
5
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Brian Patrick Micciche

Arizona·CRD #6521180
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
11 yrs
States
13
Exams
5
Since
2015
Est. fee
AUM / Other
View profile
BP

Brian Patrick Moore

Arizona·CRD #7797622
Dual-registered

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

Experience
1 yrs
States
35
Exams
3
Since
2025
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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