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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 Hines is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm headquartered in Fairfield, IA. Brian has been in the industry since November 6, 2000. Brian has passed the Series 6, Series 7, Series 63, and Series 65 exams. Brian is registered with the following states: Delaware, Florida, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia, and Washington. Brian is also an Independent Insurance Agent for various independent insurance companies. Brian has worked with Cambridge Investment Research Advisors, Inc., since January 2010 and previously worked with ING FINANCIAL PARTNERS, INC., VALIC FINANCIAL ADVISORS, INC., PRIME CAPITAL SERVICES, INC., and SEI INVESTMENTS DISTRIBUTION CO. Brian specializes in working with individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and state or municipal government entities.
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.
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.
Solicitation fees from 3rd party money managers
1
2
PA
06/27/2022 - Present
Cambridge Investment Research Advisors, Inc. (HARLEYSVILLE PA)
PA
03/02/2006 - 12/31/2009
ING FINANCIAL PARTNERS, INC. (HARLEYSVILLE PA)
TX
10/21/2002 - 02/03/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NY
03/11/2002 - 10/18/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
PA
09/28/2000 - 03/01/2002
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 03/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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