Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Futch is a financial advisor currently registered with Truist Advisory Services, Inc. Brian has been in the industry for over 23 years. Brian is a registered representative and investment advisor representative. Brian holds Series 4, 6, 7, 24, 53, and 66 securities licenses. Brian is licensed to provide investment advisory services in 14 states. Brian is also licensed to provide broker dealer services in 14 states. Brian has been with Truist Advisory Services, Inc. since 2016. Brian previously worked for NCF FINANCIAL SERVICES, INC. and INVEST FINANCIAL CORPORATION.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
09/12/2016 - Present
Truist Advisory Services, Inc. (DURHAM NC)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
11/11/1999 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 10/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2005
Series 4 - Registered Options Principal Examination
BC
Issued 08/27/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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