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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+)
BD

Brian Dale Carlisle

Colorado·CRD #2065927
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
36 yrs
States
6
Exams
5
Since
1990
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BD

Brian Dale Daniels

Alabama·CRD #5163560
IA Rep

Investment Adviser Rep at EXODUS WEALTH, LLC

Experience
20 yrs
States
17
Exams
6
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
BD

Brian Dale Washa

Montana·CRD #5392389
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

Experience
19 yrs
States
3
Exams
4
Since
2007
Fee
AUM / Hourly / Flat Fee / Other
View profile
BD

Brian Dale Yarch

Alabama·CRD #4075003
Dual-registered

Dual-registered at REGAL INVESTMENT ADVISORS LLC

Experience
26 yrs
States
39
Exams
12
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
BD

Brian Damon Barthol

Tennessee·CRD #2900440
IA Rep

Investment Adviser Rep at WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.

Experience
5 yrs
States
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
BD

Brian Daniel Ceglarski

Alaska·CRD #5369843
Dual-registered

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

Experience
17 yrs
States
20
Exams
6
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
BD

Brian Daniel Copeland

Alabama·CRD #5274143
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
18 yrs
States
33
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BD

Brian Daniel Dawidowicz

Alabama·CRD #4473563
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
49
Exams
8
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BD

Brian Daniel Libby

Nebraska·CRD #6508968
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Flat Fee / Performance-based
View profile
BD

Brian Daniel Vosberg

Arizona·CRD #4476509
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
24 yrs
States
8
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
BD

Brian Darrell Fylak

California·CRD #1103143
Dual-registered

Dual-registered at MISSIONSQUARE WEALTH MANAGEMENT

Experience
38 yrs
States
12
Exams
5
Since
1988
Fee
AUM
View profile
BD

Brian David Baum

Pennsylvania·CRD #5932958
Dual-registered

Dual-registered at INTERCHANGE CAPITAL PARTNERS

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Flat Fee / Performance-based / Other
View profile
BD

Brian David Bono

Pennsylvania·CRD #3239647
Dual-registered

Dual-registered at SEI INVESTMENTS MANAGEMENT CORP

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
View profile
BD

Brian David Carenza

New Jersey·CRD #2306005
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
BD

Brian David Cayon

Wisconsin·CRD #2961137
Dual-registered

Dual-registered at FORTRESS PLANNING GROUP

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM
View profile
BD

Brian David Dudley

Michigan·CRD #4014477
Dual-registered

Dual-registered at SECURE ASSET MANAGEMENT, L.L.C.

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Flat Fee / Other
View profile
BD

Brian David Fleming

Arizona·CRD #3248196
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
27 yrs
States
23
Exams
5
Since
1999
Fee
AUM / Hourly / Flat Fee / Other
View profile
BD

Brian David Friedman

Alaska·CRD #1466014
Dual-registered

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

Experience
39 yrs
States
40
Exams
4
Since
1987
Est. fee
AUM / Commission / Flat Fee
View profile
BD

Brian David Havermann

Colorado·CRD #2078053
Dual-registered

Dual-registered at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
36 yrs
States
2
Exams
4
Since
1990
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
BD

Brian David Holmes

California·CRD #1263061
Dual-registered

Dual-registered at SIGNATURE INVESTMENT ADVISORS, LLC

Experience
42 yrs
States
10
Exams
8
Since
1984
Est. fee
AUM
Minimum
$250k
View profile
BD

Brian David Hosan

Arizona·CRD #7257735
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
6 yrs
States
4
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
BD

Brian David Koehl

Alabama·CRD #3233906
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
14
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BD

Brian David Kraft

Alabama·CRD #2845596
Dual-registered

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

Experience
29 yrs
States
34
Exams
5
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
BD

Brian David Luster

Pennsylvania·CRD #5065637
Dual-registered

Dual-registered at COLLECTIVE FAMILY OFFICE, LLC

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM
Minimum
$1.0M
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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