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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 Vance is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Liberty Hill, Texas. Brian has been working in the financial industry since 1984. Brian holds FINRA Series 7, 3, 31, 24 and SIE licenses as well as a Texas state license. Brian also holds a Texas insurance license. Brian's experience includes working with corporations, other businesses, individuals, high net worth individuals, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
02/24/2010 - Present
Raymond James Financial Services Advisors, Inc. (LIBERTY HILL TX)
TX
01/01/2008 - 10/19/2009
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
TX
06/20/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (AUSTIN TX)
NA
04/11/1988 - 06/22/1989
SHEARSON LEHMAN HUTTON INC.
NA
07/30/1984 - 04/11/1988
E. F. HUTTON & COMPANY INC
BC
Issued 07/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/1984
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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