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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 Franford is an Investment Advisor Representative with Ameritas Advisory Services, LLC. Brian has been in the financial industry since October 6, 2017. Brian is registered with the state of Massachusetts. Brian also works with Daniel J. Galli & Associates and assists with financial planning services. Brian is a Series 66, Series 7 and SIE licensed advisor. Brian has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
Solicitor fees
1
2
MA
11/01/2021 - Present
Ameritas Advisory Services, LLC (NORWELL MA)
MA
04/19/2018 - 07/02/2019
LINCOLN INVESTMENT (BEVERLY MA)
CT
03/22/2016 - 10/03/2016
OPPENHEIMER & CO. INC. (STAMFORD CT)
BOTH
Issued 05/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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