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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+)
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Brian Wesley Mills

California·CRD #6386194
IA Rep

Investment Adviser Rep at SAVVY

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
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Brian W Gallagher

California·CRD #3215082
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
5
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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Brian White

Alaska·CRD #5335107
Dual-registered

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

Experience
19 yrs
States
46
Exams
5
Since
2007
Est. fee
AUM / Commission / Flat Fee
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Brian Whitfield Cox

California·CRD #5597176
IA Rep

Investment Adviser Rep at PACIFIC ASSET MANAGEMENT, LLC

Experience
17 yrs
States
2
Exams
1
Since
2009
Est. fee
AUM
Minimum
$250k
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Brian William Atkins

Illinois·CRD #6100366
IA Rep

Investment Adviser Rep at HERITAGE STRATEGIC WEALTH, LLC

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM
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Brian William Daly

Kentucky·CRD #5520275
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
13 yrs
States
4
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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Brian William Foote

New York·CRD #2382409
Dual-registered

Dual-registered at MIRAMONTES CAPITAL, LLC

States
1
Exams
6
Since
2026
Fee
AUM / Hourly / Flat Fee
Minimum
$75k
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Brian William Frey

Georgia·CRD #5436311
Dual-registered

Dual-registered at SIGNATUREFD, LLC

Experience
16 yrs
States
1
Exams
3
Since
2010
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
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Brian William Gassaway

Pennsylvania·CRD #7248485
IA Rep

Investment Adviser Rep at MCADAM LLC

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Flat Fee
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Brian William Halbert

Texas·CRD #5164875
Dual-registered

Dual-registered at HALBERT WEALTH MANAGEMENT, INC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM
View profile
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Brian William Harrold

Arizona·CRD #4757333
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
22 yrs
States
12
Exams
3
Since
2004
Est. fee
AUM / Hourly
Minimum
$25k
View profile
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Brian William Heffernan

Arizona·CRD #4526001
Dual-registered

Dual-registered at NORTHEAST PLANNING ASSOCIATES, INC.

Experience
24 yrs
States
11
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
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Brian William Jones

Alabama·CRD #2445322
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
42
Exams
7
Since
1994
Est. fee
AUM / Flat Fee
View profile
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Brian William Jones

Alabama·CRD #7513024
Dual-registered

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

Experience
3 yrs
States
35
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
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Brian William Karg

California·CRD #6124455
Dual-registered

Dual-registered at UNITED BROKERAGE SERVICES INC

Experience
11 yrs
States
7
Exams
5
Since
2015
Est. fee
AUM
View profile
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Brian William Laurain

Alabama·CRD #6074924
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
14 yrs
States
8
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
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Brian William Leach

Washington·CRD #2741682
Dual-registered

Dual-registered at EVANS CAPITAL MANAGEMENT ASSOCIATES

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
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Brian William Mallette

Florida·CRD #5558454
IA Rep

Investment Adviser Rep at HBKS WEALTH ADVISORS

Experience
18 yrs
States
3
Exams
1
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
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Brian William Pacen

Colorado·CRD #4219262
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
15 yrs
States
15
Exams
7
Since
2011
Est. fee
AUM / Hourly
Minimum
$25k
View profile
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Brian William Peterson

Illinois·CRD #5477528
IA Rep

Investment Adviser Rep at CAPSTONE FINANCIAL ADVISORS INC

Experience
2 yrs
States
2
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
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Brian William Ragen

Alabama·CRD #1822796
Dual-registered

Dual-registered at CONCORDE ASSET MANAGEMENT, LLC

Experience
32 yrs
States
53
Exams
9
Since
1994
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
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Brian William Reznikov

Alabama·CRD #7438366
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
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Brian William Scheel

Alabama·CRD #5438912
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
19 yrs
States
27
Exams
3
Since
2007
Fee
AUM / Other
View profile
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Brian William Smoot

Colorado·CRD #5676372
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
6
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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