Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Dale Washa is a financial advisor with over 15 years of experience in the industry. Brian is currently registered with Independent Financial Partners and holds a Series 6, Series 63, and Series 65 license. Brian has previously been registered with Royal Alliance Associates, Inc., and Signator Investors, Inc.. Brian specializes in providing financial planning, pension consulting, and non-discretionary investment advice to individuals, charitable organizations, and pension and profit-sharing plans. Brian is committed to helping clients reach 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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
OK
08/26/2021 - Present
Independent Financial Partners (Edmond OK)
OK
11/02/2018 - 05/31/2019
ROYAL ALLIANCE ASSOCIATES, INC. (OKLAHOMA CITY OK)
OK
11/29/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (OKLAHOMA CITY OK)
OK
08/24/2007 - 11/28/2017
SIGNATOR INVESTORS, INC. (OKLAHOMA CITY OK)
IA
Issued 04/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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