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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bengry is an investment advisor representative who has been in the industry for over 20 years. Brian has a strong background in financial services, having worked with a variety of firms, including Charles Schwab & Co., Inc. and Morgan Stanley DW Inc., before joining Beacon Pointe Advisors, LLC. Brian's expertise includes portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Brian specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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
CA
01/19/2024 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
WI
03/12/2008 - 01/12/2011
CHARLES SCHWAB & CO., INC. (MIDDLETON WI)
WI
07/06/2005 - 02/05/2008
CHASE INVESTMENT SERVICES CORP. (MADISON WI)
IL
03/09/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
08/04/2004 - 02/18/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
WI
04/09/2003 - 07/19/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
TX
09/30/2002 - 03/19/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
04/16/2001 - 04/29/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/01/1999 - 04/10/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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