Unclaimed
Brian Hartley is a financial professional with over 20 years of experience in the industry. Brian currently holds a Series 6 and Series 63 license and is registered with Allstate Financial Services, LLC, operating out of their Hewitt, TX office. Prior to joining Allstate, Brian worked at FIRST COMMAND FINANCIAL PLANNING, INC. in Fort Worth, TX. Brian's commitment to helping clients achieve their financial goals is evident in his dedication to staying up-to-date with the latest industry knowledge and providing personalized financial advice.
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.
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.
1
2
TX
12/07/2005 - Present
Allstate Financial Services, LLC (Hewitt TX)
TX
04/12/2002 - 11/10/2005
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
IA
Issued 08/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Hartley is the right advisor for you? Invested Better is here to help.