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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 Falls is a financial advisor currently registered with IHT Wealth Management LLC in Elgin, IL. Brian has over 25 years of experience in the financial services industry, specializing in investment advisory services. Brian is dedicated to providing personalized financial guidance to help individuals and families achieve their financial goals. Prior to joining IHT Wealth Management LLC, Brian worked with Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and other financial institutions. Brian holds Series 4, 7, 9, 10, 63, and 66 licenses.
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.
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.
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.
Financial planning fees
1
2
IL
10/19/2022 - Present
IHT Wealth Management LLC (Elgin IL)
IL
05/22/2020 - 08/03/2022
EDWARD JONES (TINLEY PARK IL)
IL
08/27/2015 - 05/18/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLAND PARK IL)
NY
11/07/2014 - 01/28/2015
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
08/13/2014 - 11/07/2014
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
TX
11/04/2011 - 06/27/2014
ELECTRONIC TRANSACTION CLEARING, INC. (DALLAS TX)
MO
06/16/2005 - 10/25/2011
SCOTTRADE, INC. (ST. LOUIS MO)
TX
11/11/1996 - 05/23/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 09/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2005
Series 4 - Registered Options Principal Examination
BC
Issued 05/17/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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