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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 David Dillon is a financial professional with over 25 years of experience in the financial services industry. Brian has a strong track record of providing financial advice and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Brian is currently registered as an Investment Advisor Representative with Sandhill Investment Management. Prior to joining Sandhill Investment Management, Brian was a financial advisor with MMA Securities LLC. Brian is a Series 6, 7, 22, 26, 63, and 65 licensed professional. Brian is also a Chartered Financial Consultant (ChFC). Brian is committed to providing his clients with personalized financial advice and investment management services that are tailored to their individual needs and 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.
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.
Client optional additional bonus
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2
MA
06/18/2021 - Present
Sandhill Investment Management (Medway MA)
MA
12/12/2017 - 01/23/2019
MMA SECURITIES LLC (Boston MA)
IL
12/18/2007 - 12/24/2008
JOHN HANCOCK FUNDS, LLC (DOWNERS GROVE IL)
MA
05/02/2006 - 12/31/2007
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
07/17/1997 - 11/08/2005
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
06/12/1993 - 06/19/1997
FIS SECURITIES, INC. (BOSTON MA)
NY
12/28/1983 - 01/15/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 12/12/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/09/1991
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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