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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 Douglas Reynolds is a financial advisor who has been active in the industry since July 25, 2000. Brian is currently registered with Osaic FA, Inc. and is licensed in North Carolina and Texas. Brian has a diverse background in the financial industry, having worked with The Lincoln National Life Insurance Company and Fulcrum Financial Advisors, Inc., in the past. Brian's expertise spans multiple areas including financial planning, retirement planning, and portfolio management. Brian is committed to providing personalized advice to clients, ensuring they have the financial resources they need to achieve their 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.
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.
Retirement plan consulting services provided on a limited basis.
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
NC
01/23/2017 - Present
Osaic FA, Inc. (MORRISVILLE NC)
IN
12/14/2000 - 05/23/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/12/2000 - 05/31/2000
FULCRUM FINANCIAL ADVISORS, INC. (BOSTON MA)
IA
Issued 11/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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