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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 East is a financial advisor with over 20 years of experience in the financial services industry. Brian is a Certified Financial Planner™ professional and is registered with LPL Financial LLC. Brian has held previous roles at CADARET, GRANT & CO., INC., INFINEX INVESTMENTS, INC., BI INVESTMENTS, LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Brian's specialties include retirement planning, college savings, investment management, and insurance. Brian's primary office is located in Accomac, VA and also serves clients in Salisbury, MD.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
09/04/2018 - Present
LPL Financial LLC (ACCOMAC VA)
VA
06/15/2012 - 09/06/2018
CADARET, GRANT & CO., INC. (ACCOMAC VA)
VA
06/01/2008 - 06/18/2012
INFINEX INVESTMENTS, INC. (ACCOMAC VA)
MD
06/22/2004 - 06/01/2008
BI INVESTMENTS, LLC (SALISBURY MD)
MN
10/18/2000 - 06/22/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/18/2000 - 01/23/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/01/1998 - 02/03/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/01/1998 - 02/03/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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