Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Edward Canning is a financial advisor with Abacus Wealth Partners in Santa Monica, CA. Brian has been a registered investment advisor since 2012, with previous experience at Fidelity Brokerage Services LLC and TD Ameritrade, Inc. Brian specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Brian also provides financial planning and educational seminars. Brian is a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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 calculated based on the performance of your investments relative to a benchmark.
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2
CA
12/12/2012 - Present
Abacus Wealth Partners (Santa Monica CA)
CA
01/31/2011 - 12/08/2011
FIDELITY BROKERAGE SERVICES LLC (WOODLAND HILLS CA)
TX
02/09/2009 - 12/17/2010
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 12/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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