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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+)
BW

Brendan W Obrien

Alabama·CRD #5540044
Dual-registered

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

Experience
15 yrs
States
53
Exams
6
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
BX

Brendan Xavier Porter

New York·CRD #7140566
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BP

Brenda Pack Blisk

Arizona·CRD #1470911
Dual-registered

Dual-registered at SPIRE WEALTH MANAGEMENT, LLC

Experience
40 yrs
States
26
Exams
5
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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BP

Brenda Patricia Catugno

California·CRD #2332306
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
7
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BR

Brenda Rose Aslyn

Minnesota·CRD #2855617
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
25 yrs
States
1
Exams
7
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BR

Brenda R Trachsel

Florida·CRD #2976430
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
22 yrs
States
1
Exams
7
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
BS

Brenda Stokes Dixon

Alaska·CRD #1111985
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
43 yrs
States
41
Exams
6
Since
1983
Est. fee
AUM / Flat Fee
View profile
BS

Brenda Sue Bolander

Oklahoma·CRD #6146869
IA Rep

Investment Adviser Rep at RETIREMENT INVESTMENT ADVISORS INC

Experience
13 yrs
States
2
Exams
1
Since
2013
Fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
BS

Brenda Sue Friedlander

California·CRD #2351292
Dual-registered

Dual-registered at SPECTRUM FINANCIAL MANAGEMENT

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
BU

Brenda Upton

California·CRD #6541947
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

Experience
2 yrs
States
1
Since
2024
Fee
AUM / Flat Fee / Performance-based
View profile
BV

Brenda V Dolan

Alabama·CRD #5284188
Dual-registered

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

Experience
14 yrs
States
50
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Brenden Arthur Squyres

Alaska·CRD #6851827
Dual-registered

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

Experience
8 yrs
States
25
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
BC

Brenden Christopher Tauber

Nebraska·CRD #7809793
IA Rep

Investment Adviser Rep at WEALTHPLAN INVESTMENT MANAGEMENT LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
BD

Brenden Dewys

Michigan·CRD #7646392
IA Rep

Investment Adviser Rep at ADVISORY ALPHA, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
BG

Brenden Gregory Shaffer

Georgia·CRD #8068408
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
4
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Brenden John Leese

New Jersey·CRD #7291337
IA Rep

Investment Adviser Rep at NOVI WEALTH PARTNERS

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
BO

Brenden Oliver Meek

California·CRD #7294247
IA Rep

Investment Adviser Rep at CANTERBURY CONSULTING INCORPORATED

Experience
6 yrs
States
2
Since
2020
Est. fee
AUM / Flat Fee / Performance-based
View profile
BR

Brenden Rolens

Illinois·CRD #8257081
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
BT

Brenden Thomas Fitzpatrick

Nebraska·CRD #6912110
Dual-registered

Dual-registered at ADVISORNET WEALTH PARTNERS

Experience
8 yrs
States
1
Exams
3
Since
2018
Fee
AUM / Hourly / Flat Fee / Other
View profile
BL

Brendle Lynn Corpman

Alabama·CRD #5864062
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
15 yrs
States
52
Exams
5
Since
2011
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
BB

Brendon B Pierce

California·CRD #6038174
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
14 yrs
States
8
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BB

Brendon Brett Sorenson

Alabama·CRD #7150968
Dual-registered

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

Experience
6 yrs
States
31
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
BC

Brendon C. Harbron

Alabama·CRD #4163398
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
26 yrs
States
36
Exams
6
Since
2000
Est. fee
AUM / Flat Fee
View profile
BJ

Brendon John Williams

Alabama·CRD #2619289
Dual-registered

Dual-registered at NAVELLIER & ASSOCIATES INC

Experience
30 yrs
States
48
Exams
4
Since
1996
Est. fee
AUM / Performance-based
Minimum
$500k
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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