Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McGillin is an investment advisor representative with Thrivent Investment Management Inc. Brian is a registered investment advisor in 51 states and the District of Columbia. Brian has been working in the financial services industry since 2017. Brian has a strong background in financial planning and portfolio management. Brian is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
02/12/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
PA
09/08/2021 - 08/23/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
06/25/2019 - 12/10/2019
CITIZENS SECURITIES, INC. (WARRINGTON PA)
PA
02/07/2017 - 09/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
BOTH
Issued 04/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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