Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Neal is an investment advisor representative at CX Institutional, LLC. Brian has been in the industry for over 15 years. Brian has been registered with the state of Indiana since 2018. CX Institutional, LLC is a registered investment advisor that provides a variety of services to individuals, families, businesses, and institutions. Brian is dedicated 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.
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.
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IN
03/29/2018 - Present
CX Institutional, LLC (AUBURN IN)
IN
02/01/2013 - 07/16/2020
LPL FINANCIAL LLC (AUBURN IN)
IN
07/26/2007 - 02/05/2013
EDWARD JONES (AUBURN IN)
BOTH
Issued 09/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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