Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Carrillo is a registered investment advisor with Avantax Advisory Services and Avantax Planning Partners, Inc. Brian is based in Dallas, TX. Brian has been in the financial services industry since 2014. Brian has passed the Series 7, Series 66, and SIE exams. Brian has previous experience working for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., and Wells Fargo Advisors, LLC.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/04/2021 - Present
Avantax Advisory Services (Dallas TX)
NC
05/18/2018 - 06/17/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
07/16/2015 - 05/08/2018
CHARLES SCHWAB & CO., INC. (CHARLOTTE NC)
NC
12/22/2014 - 03/06/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 04/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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