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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+)
BG

Brian Gray

Colorado·CRD #5319444
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
19 yrs
States
10
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
BG

Brian Gray Stein

Arizona·CRD #4117327
Dual-registered

Dual-registered at NATIONS FINANCIAL GROUP, INC.

Experience
15 yrs
States
12
Exams
4
Since
2011
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
BG

Brian Gregory Erke

Washington·CRD #4709982
Dual-registered

Dual-registered at WESTWARD PARTNERS LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Performance-based / Other
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BG

Brian Gregory Lizzi

Maryland·CRD #4508810
Dual-registered

Dual-registered at TRIBRIDGE PARTNERS FINANCIAL LLC

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Flat Fee
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BG

Brian Gregory Parris

Alaska·CRD #6374541
Dual-registered

Dual-registered at VANTAGE FINANCIAL GROUP, INC.

Experience
12 yrs
States
24
Exams
4
Since
2014
Fee
AUM / Commission / Hourly / Flat Fee
View profile
BG

Brian Gregory Scott

Oregon·CRD #6031357
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
14 yrs
States
2
Exams
1
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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BG

Brian Gregory Senske

Minnesota·CRD #6461776
IA Rep

Investment Adviser Rep at GUARDIAN WEALTH ADVISORS, LLC

Experience
11 yrs
States
1
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
BG

Brian Gregory Sigler

California·CRD #5697700
Dual-registered

Dual-registered at WESTSHORE WEALTH

Experience
12 yrs
States
1
Exams
6
Since
2014
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
BG

Brian Griffiths

California·CRD #5074730
Dual-registered

Dual-registered at LIDO

Experience
18 yrs
States
4
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BG

Brian Gustaf Carrington

Minnesota·CRD #2438487
IA Rep

Investment Adviser Rep at PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
BG

Brian Guy Lancaster

California·CRD #2636780
Dual-registered

Dual-registered at CLAYTON PARTNERS LLC

Experience
28 yrs
States
1
Exams
2
Since
1998
Fee
AUM / Performance-based
Minimum
$250k
View profile
BH

Brian Hanseth

Alabama·CRD #4241661
Dual-registered

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

Experience
15 yrs
States
31
Exams
5
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
BH

Brian Hanwei Lee

California·CRD #5459462
Dual-registered

Dual-registered at SEVEN POST INVESTMENT OFFICE LP

Experience
15 yrs
States
1
Exams
2
Since
2011
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50.0M
View profile
BH

Brian Harkness Wells

California·CRD #2805467
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
28 yrs
States
24
Exams
5
Since
1998
Est. fee
AUM / Flat Fee
View profile
BH

Brian Haruo Kurihara

Arizona·CRD #1057872
Dual-registered

Dual-registered at LEVEL FOUR ADVISORY SERVICES

Experience
44 yrs
States
8
Exams
5
Since
1982
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$40k
View profile
BH

Brian Hawthorne-Codato

Maryland·CRD #7423133
IA Rep

Investment Adviser Rep at GLASSY MOUNTAIN ADVISORS, INC.

Experience
5 yrs
States
1
Since
2021
Est. fee
AUM
View profile
BH

Brian Hayden

Alabama·CRD #7745246
Dual-registered

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

Experience
2 yrs
States
35
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
BH

Brian Haydon Welsh

Illinois·CRD #2090823
Dual-registered

Dual-registered at HBKS WEALTH ADVISORS

Experience
20 yrs
States
4
Exams
2
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
BH

Brian Helms

Alabama·CRD #7689308
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
3 yrs
States
7
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
BH

Brian Henry Boedicker

Florida·CRD #2480107
IA Rep

Investment Adviser Rep at FIRST HEARTLAND CONSULTANTS, INC.

Experience
32 yrs
States
12
Exams
4
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
BH

Brian Henry Nolan

Pennsylvania·CRD #8240496
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
2
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
BH

Brian Hernandez

California·CRD #7497568
Dual-registered

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

Experience
4 yrs
States
1
Exams
3
Since
2022
Fee
AUM / Other
View profile
BH

Brian H Harris

Arizona·CRD #5540382
Dual-registered

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

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
BH

Brian Hodgeman

Alabama·CRD #3146435
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
13 yrs
States
52
Exams
4
Since
2013
Fee
AUM
Minimum
$100k
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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