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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+)
BV

Brian Victor Lehky

Wisconsin·CRD #3112172
IA Rep

Investment Adviser Rep at DANA INVESTMENT ADVISORS INC

Experience
16 yrs
States
1
Exams
2
Since
2010
Fee
AUM / Flat Fee / Performance-based
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BV

Brian Vincent Testa

Arizona·CRD #5214569
Dual-registered

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

Experience
17 yrs
States
8
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
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BV

Brian V Petrauskas

Alabama·CRD #4290081
Dual-registered

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

Experience
26 yrs
States
46
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
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BW

Brian Wade Whitaker

Illinois·CRD #4583876
Dual-registered

Dual-registered at GIBBS WEALTH MANAGEMENT, LLC

Experience
19 yrs
States
4
Exams
4
Since
2007
Est. fee
AUM
Minimum
$25k
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BW

Brian Wallace Thomson Jr

Delaware·CRD #7138350
Dual-registered

Dual-registered at AFFINITY WEALTH MANAGEMENT LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
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BW

Brian Walter Gracie

Alabama·CRD #1865521
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
38 yrs
States
52
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BW

Brian Washburn Swinney

Michigan·CRD #2608303
IA Rep

Investment Adviser Rep at FSA ADVISORS, INC.

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$5k
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BW

Brian Watterson

Arizona·CRD #6012436
Dual-registered

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

Experience
14 yrs
States
20
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
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BW

Brian Wayne Appel

California·CRD #2562929
Dual-registered

Dual-registered at LIDO

Experience
29 yrs
States
7
Exams
7
Since
1997
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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BW

Brian Wayne Baacke

Florida·CRD #7020520
IA Rep

Investment Adviser Rep at CREATIVEONE SECURITIES, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Hourly
Minimum
$25k
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BW

Brian Wayne Burman

Arizona·CRD #7084026
IA Rep

Investment Adviser Rep at EXPAND FINANCIAL GROUP, LLC

Experience
7 yrs
States
6
Exams
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
BW

Brian Wayne Joiner

Texas·CRD #6146312
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BW

Brian Wayne Koch

Arizona·CRD #1521375
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
20 yrs
States
42
Exams
3
Since
2006
Est. fee
AUM / Flat Fee
View profile
BW

Brian Wayne Samuelson

Colorado·CRD #2311268
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
33 yrs
States
6
Exams
4
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BW

Brian Wayne Willet

Nebraska·CRD #5465552
Dual-registered

Dual-registered at VAN CLEMENS WEALTH MANAGEMENT, LLC

Experience
18 yrs
States
2
Exams
6
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
BW

Brian W Bell

Arizona·CRD #7931938
Dual-registered

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

Experience
1 yrs
States
36
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
BW

Brian W Buchanan

New Jersey·CRD #4468576
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BW

Brian W Burke

Massachusetts·CRD #2973367
Dual-registered

Dual-registered at MONTIS FINANCIAL, LLC

Experience
27 yrs
States
1
Exams
5
Since
1999
Fee
AUM / Hourly / Flat Fee / Other
View profile
BW

Brian W Byrne

Connecticut·CRD #4618349
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
23 yrs
States
3
Exams
3
Since
2003
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
BW

Brian Werkmeister

Alabama·CRD #7615014
Dual-registered

Dual-registered at NORTHERN TRUST INVESTMENTS, INCORPORATED

Experience
4 yrs
States
53
Exams
4
Since
2022
Est. fee
AUM / Flat Fee / Performance-based / Other
View profile
BW

Brian Werth

Florida·CRD #4954030
Dual-registered

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

Experience
1 yrs
States
8
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
BW

Brian Wesley Caton

Alabama·CRD #8206344
Dual-registered

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

States
53
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
BW

Brian Wesley Duckworth

Arizona·CRD #5659784
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
17 yrs
States
13
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
BW

Brian Wesley Low

Louisiana·CRD #3097163
Dual-registered

Dual-registered at BRIAN LOW FINANCIAL GROUP, LLC

Experience
28 yrs
States
1
Exams
5
Since
1998
Est. fee
AUM / Hourly / 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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