Unclaimed
Brian Douglas Canty is a financial advisor registered with Truist Advisory Services, Inc.. Brian Canty has been working in the financial services industry since 2006 and is currently registered in Florida. Brian Canty has a total of 13 active registrations with states including Florida, Georgia, Indiana, Maine, Maryland, Massachusetts, New York, North Carolina, Texas, Virginia, West Virginia and Wisconsin. Brian Canty holds the Series 6, 7, 24, 52, 53, 63, and 65 licenses and has passed the SIE exam. Brian Canty also provides financial planning and portfolio management services. Brian Canty has a total of 560 clients including high-net-worth individuals, corporations and other businesses, and individuals. Brian Canty's total assets under management are $61,369,856,545.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
09/06/2016 - Present
Truist Advisory Services, Inc. (VENICE FL)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
05/03/2002 - 06/16/2003
PROSPERA FINANCIAL SERVICES, INC. (DALLAS TX)
IA
Issued 04/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Canty is the right advisor for you? Invested Better is here to help.