Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Silver is a financial advisor at Avantax Advisory Services. Brian has been in the financial industry since October 2019. Brian is a registered representative with FINRA and has passed the Series 7, 99, and 66 exams. Brian also holds a CPA license and operates Silver Accounting Group LLC, providing tax, bookkeeping, and payroll services. Brian is committed to helping clients achieve their financial goals through comprehensive financial planning and investment 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.
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
12/15/2021 - Present
Avantax Advisory Services (Humble TX)
TX
04/11/2018 - 05/17/2019
INVESCO CAPITAL MARKETS, INC. (HOUSTON TX)
TX
04/13/2017 - 05/17/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 12/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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