Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Dudley is a financial advisor with over 16 years of experience in the financial services industry. Brian is a Certified Financial Planner and has a Series 7, Series 66 and SIE license. Brian is currently registered as a Registered Investment Advisor (RIA) in Massachusetts. Brian is also a Registered Representative and Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC. Brian is a member of the Financial Planning Association. Prior to joining Wealth Enhancement Advisory Services, LLC, Brian was a financial advisor with Triad Advisors LLC, LPL Financial LLC, Santander Securities LLC and Citigroup Global Markets Inc. Brian's areas of expertise include financial planning, retirement planning, investment management and college savings.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MA
09/22/2022 - Present
Wealth Enhancement Advisory Services, LLC (BURLINGTON MA)
MA
05/02/2018 - 09/23/2022
TRIAD ADVISORS LLC (Andover MA)
MA
12/13/2016 - 05/07/2018
LPL FINANCIAL LLC (WOBURN MA)
MA
09/19/2012 - 12/21/2016
SANTANDER SECURITIES LLC (MELROSE MA)
MA
04/20/2009 - 09/19/2012
LPL FINANCIAL LLC (SAUGUS MA)
MA
02/21/2008 - 04/27/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
07/26/2006 - 11/20/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (BURLINGTON MA)
BOTH
Issued 08/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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