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+)
BW

Brian William Thomas

Alabama·CRD #2212030
Dual-registered

Dual-registered at LEVEL FOUR ADVISORY SERVICES

Experience
34 yrs
States
12
Exams
5
Since
1992
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$40k
View profile
BW

Brian William Yeakley

Colorado·CRD #4724851
Dual-registered

Dual-registered at UNITED ADVISOR GROUP

Experience
23 yrs
States
15
Exams
4
Since
2003
Fee
AUM / Hourly / Flat Fee
View profile
BW

Brian Wong

Arizona·CRD #5944112
Dual-registered

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

Experience
12 yrs
States
30
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
BW

Brian W Sharp

Alabama·CRD #5567923
Dual-registered

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

Experience
18 yrs
States
43
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
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BW

Brian W Tramontano

Alabama·CRD #2317359
Dual-registered

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

Experience
33 yrs
States
46
Exams
8
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
BW

Brian W Wilson

Alabama·CRD #4802468
Dual-registered

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

Experience
22 yrs
States
53
Exams
3
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
BZ

Brian Zachary Evans

California·CRD #7596054
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
4 yrs
States
16
Exams
3
Since
2022
Est. fee
AUM
Minimum
$50k
View profile
BZ

Brian Zorda

Arizona·CRD #4509086
Dual-registered

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

Experience
24 yrs
States
34
Exams
5
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Brice Alexander Gushen Ramsey

Alabama·CRD #8216448
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
BM

Brice Michael Terbeest

Arkansas·CRD #6222441
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
14
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BP

Brice Patrick Soucy

New York·CRD #7428136
IA Rep

Investment Adviser Rep at ARGO INFRASTRUCTURE PARTNERS LP

Experience
5 yrs
States
1
Since
2021
Est. fee
AUM / Performance-based
View profile
BR

Brice Redmond

Alabama·CRD #4923434
Dual-registered

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

Experience
13 yrs
States
27
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
BR

Brice Russell Oldham

Alabama·CRD #4882230
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
21 yrs
States
16
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BR

Brice Ryan Davis

Alabama·CRD #6330878
IA Rep

Investment Adviser Rep at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
12 yrs
States
52
Exams
4
Since
2014
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
BW

Brice W Payne

North Carolina·CRD #5820578
Dual-registered

Dual-registered at ALPHASTAR CAPITAL MANAGEMENT

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Bridge McSurely

California·CRD #7736556
Dual-registered

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

Experience
3 yrs
States
21
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Bridget Adaline Alcide

Alabama·CRD #4194526
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
26 yrs
States
12
Exams
4
Since
2000
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
BA

Bridget Anne Hommey

Colorado·CRD #1742648
Dual-registered

Dual-registered at WESTERN WEALTH MANAGEMENT LLC

Experience
30 yrs
States
5
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
View profile
BA

Bridget Ann Lynch

Alabama·CRD #4434452
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
View profile
BC

Bridget Clare O'Reilly

Illinois·CRD #7494644
IA Rep

Investment Adviser Rep at THE MATHER GROUP, LLC

Experience
4 yrs
States
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
BD

Bridget Dorothy Scala

California·CRD #4499070
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
13
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BE

Bridget Elise Hillsman

Alabama·CRD #6349481
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
11 yrs
States
53
Exams
3
Since
2015
Est. fee
AUM / Flat Fee
View profile
BE

Bridget Elizabeth Monahan

Florida·CRD #8279701
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
BH

Bridget Hannigan Mackay

California·CRD #7446025
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

Experience
5 yrs
States
1
Exams
1
Since
2021
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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