Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Dennen is a financial advisor with Independent Financial Group, LLC, a firm with over 270 clients and over $6 billion in regulatory assets under management. Brian has been in the industry since 1999 and has a wide range of experience, having previously worked with Ally Invest Securities LLC, LPL Financial, Wealthfront, Inc and other firms. Brian specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Brian also has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/12/2024 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
NY
05/02/2024 - 08/13/2024
ATOMIC BROKERAGE LLC (NEW YORK NY)
NY
04/25/2024 - 08/12/2024
FIRST AVENUE (NEW YORK NY)
CA
06/09/2020 - 09/29/2023
LPL FINANCIAL LLC (SAN DIEGO CA)
NC
02/22/2017 - 03/09/2020
ALLY INVEST SECURITIES LLC (CHARLOTTE NC)
CA
01/24/2012 - 07/27/2016
WEALTHFRONT BROKERAGE CORPORATION (Redwood City CA)
CA
01/23/2012 - 01/23/2012
LIVEVOL SECURITIES, INC. (SAN FRANCISCO CA)
CA
07/07/2010 - 01/04/2012
LIVEVOL SECURITIES, INC. (SAN FRANCISCO CA)
TX
10/21/2009 - 06/08/2010
TRANSCEND CAPITAL, LP (AUSTIN TX)
CA
12/05/2008 - 10/06/2009
IRON CAPITAL SECURITIES, LLC (SAN FRANCISCO CA)
NY
06/10/2008 - 12/31/2008
EUROPEAN AMERICAN EQUITIES, INC. (NEW YORK NY)
CA
02/17/2006 - 01/14/2008
URCHIN CAPITAL PARTNERS, LLC (SAN FRANCISCO CA)
NY
12/06/2004 - 02/17/2006
TERRA NOVA TRADING, L.L.C. (NEW YORK NY)
FL
02/24/2003 - 09/01/2004
ORION TRADING, LLC (WINTER PARK FL)
CA
12/03/2002 - 09/01/2004
REDWOOD TRADING, LLC (SAN FRANCISCO CA)
CA
07/02/1999 - 01/27/2003
SHARE KING, LLC (SAN FRANCISCO CA)
IA
Issued 10/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/05/2001
Series 4 - Registered Options Principal Examination
BC
Issued 08/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Dennen is the right advisor for you? Invested Better is here to help.
