Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian David Stout is a financial advisor at Confluence Financial Partners. Brian has been in the financial services industry for over 20 years. Brian has a Series 6, 7, 24, 63, and 65 licenses and has experience working with individuals, families, trusts, and businesses. Brian holds designations as a Certified Financial Planner and has been recognized for his financial planning services. Brian's experience spans a broad range of investment products and services including financial planning, retirement planning, and investment management. Brian also holds a property and casualty insurance license and provides insurance services through Confluence Financial Partners.
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.
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.
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
PA
07/06/2021 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
01/11/2021 - 07/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (McMurray PA)
PA
01/05/2017 - 01/20/2021
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
04/17/2006 - 11/15/2016
PRINCIPAL SECURITIES, INC. (PITTSBURGH PA)
IA
10/29/2007 - 09/23/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
NJ
12/20/2002 - 12/07/2005
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NY
03/09/2002 - 01/09/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
11/01/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MA
11/12/1999 - 10/25/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
DC
01/03/1995 - 06/03/1997
ICMA - RC SERVICES, INC. (WASHINGTON DC)
IA
Issued 08/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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