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+)
BP

Brian Patrick Morris

Alabama·CRD #5810883
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
15 yrs
States
12
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Brian Patrick Murphy

Alabama·CRD #2742376
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
30 yrs
States
7
Exams
6
Since
1996
Fee
AUM / Hourly / Flat Fee
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BP

Brian Patrick Murphy

Alabama·CRD #7434028
Dual-registered

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

Experience
4 yrs
States
53
Exams
6
Since
2022
Est. fee
AUM / Commission / Flat Fee
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BP

Brian Patrick Pugh

Alabama·CRD #3079418
Dual-registered

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

Experience
25 yrs
States
53
Exams
5
Since
2001
Est. fee
AUM / Commission / Flat Fee
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BP

Brian Patrick Purcell

Alabama·CRD #5687443
Dual-registered

Dual-registered at PKS ADVISORY SERVICES, LLC

Experience
14 yrs
States
51
Exams
5
Since
2012
Est. fee
AUM / Flat Fee
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BP

Brian Patrick Roberts

California·CRD #4458697
IA Rep

Investment Adviser Rep at ROBERTS WEALTH ADVISORS, LLC

Experience
13 yrs
States
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
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BP

Brian Patrick Sexton

Alabama·CRD #2543513
Dual-registered

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

Experience
32 yrs
States
44
Exams
5
Since
1994
Est. fee
AUM / Commission / Flat Fee
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BP

Brian Patrick Storey

Nebraska·CRD #6847259
IA Rep

Investment Adviser Rep at ORION PORTFOLIO SOLUTIONS, LLC

Experience
8 yrs
States
1
Since
2018
Est. fee
AUM / Flat Fee / Performance-based
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BP

Brian Patrick Thomas

Kansas·CRD #7679131
Dual-registered

Dual-registered at THE RETIREMENT PLANNING GROUP, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Flat Fee
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BP

Brian Patrick Walsh

Arizona·CRD #1432309
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
40 yrs
States
31
Exams
6
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BP

Brian Patrick Wells

Delaware·CRD #2365444
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
32 yrs
States
5
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Brian Paul Branda

Colorado·CRD #720439
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
46 yrs
States
5
Exams
4
Since
1980
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
BP

Brian Paul Connor

Connecticut·CRD #2602637
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
7
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BP

Brian Paul Fisher

North Dakota·CRD #6839061
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

Experience
7 yrs
States
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Brian Paul Fitzgerald

Alaska·CRD #5166086
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

Experience
18 yrs
States
6
Exams
4
Since
2008
Est. fee
AUM / Flat Fee
View profile
BP

Brian Paul Fowles

Ohio·CRD #2575524
Dual-registered

Dual-registered at STRATOS WEALTH ADVISORS LLC

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
BP

Brian Paul Keigan

Alabama·CRD #4868285
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
21 yrs
States
27
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Brian Paul Klein

Alabama·CRD #3153347
Dual-registered

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

Experience
25 yrs
States
53
Exams
11
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Brian Paul Koepp

Texas·CRD #2915016
Dual-registered

Dual-registered at SONNET, LLC

Experience
21 yrs
States
1
Exams
7
Since
2005
Est. fee
AUM
Minimum
$5k
View profile
BP

Brian Paul Kozak

Colorado·CRD #4127867
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BP

Brian Paul Messier

Arkansas·CRD #1299987
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
40 yrs
States
17
Exams
4
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BP

Brian Paul Nauman

Arizona·CRD #2007146
IA Rep

Investment Adviser Rep at ALPHASTAR CAPITAL MANAGEMENT

Experience
37 yrs
States
22
Exams
5
Since
1989
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Brian Paul O'Leary

Colorado·CRD #5824176
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
7
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Brian Paul Quaranta

Ohio·CRD #4223963
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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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