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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 C Park is an investment advisor representative with Kovitz Investment Group Partners, LLC based in Pasadena, California. Brian is registered with the state of California and has a Series 7, SIE, and Series 66 licenses. Brian has over 7 years of experience in the financial industry, with previous roles at Wells Fargo Clearing Services, LLC, Quasar Distributors, LLC and NorthCoast Asset Management. Brian's areas of expertise include financial planning, portfolio management, and investment advisory 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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
CA
06/03/2024 - Present
Kovitz Investment Group Partners, LLC (Pasadena CA)
CA
05/13/2021 - 09/01/2021
QUASAR DISTRIBUTORS, LLC (Pasadena CA)
CA
06/14/2017 - 01/23/2020
WELLS FARGO CLEARING SERVICES, LLC (PASADENA CA)
BOTH
Issued 08/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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