Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Andrew Gardner is a registered investment advisor representative. Brian has been in the securities industry for 16 years and has experience as an investment advisor representative at both National Financial Services LLC and Bull Harbor Capital LLC. Brian has a Series 7, Series 66 and SIE licenses. Brian is registered in Maryland and South Carolina and is currently employed by Bull Harbor Capital LLC. Brian holds a Bachelor's degree in Business Management from Nichols College.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MD
07/23/2024 - Present
Bull Harbor Capital LLC (BETHESDA MD)
RI
09/26/2017 - 10/17/2023
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 07/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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