Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Irving is a financial advisor with over 45 years of experience in the financial services industry. Brian is currently registered as a registered representative and investment advisor representative with Osaic Wealth, Inc. Brian previously worked with Triad Advisors LLC, Hornor, Townsend & Kent, Inc., 1717 Capital Management Company, Financial Network Investment Corporation, New England Securities, and G. R. Phelps & Co., Inc.. Brian holds Series 63, 65, 1, and 6TO licenses as well as a SIE license. Brian is also a Chartered Financial Consultant. Brian provides a variety of financial services to individuals, families, businesses, and trusts. Brian specializes in financial planning, retirement planning, investment management, and insurance. Brian is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
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
NJ
08/23/2024 - Present
Osaic Wealth, Inc. (PARSIPPANY NJ)
NJ
03/05/2008 - 08/23/2024
TRIAD ADVISORS LLC (PARSIPPANY NJ)
NJ
03/06/2002 - 03/11/2008
HORNOR, TOWNSEND & KENT, INC. (PARIPPANY NJ)
DE
02/01/1995 - 03/06/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CA
02/09/1994 - 03/21/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
06/28/1993 - 03/06/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
09/01/1978 - 03/17/1994
G. R. PHELPS & CO., INC.
IA
Issued 03/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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