Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Harding Dawahare is an experienced financial advisor with over 25 years of experience in the industry. Brian has a strong background in providing investment advisory services to individuals and families, as well as businesses and charitable organizations. Brian is currently registered with Integrated Wealth Concepts LLC and holds licenses in Kentucky and Texas. He is also registered as a broker-dealer with LPL Financial. Brian has a strong commitment to providing his clients with personalized financial advice and investment strategies that meet their individual needs and goals. His diverse experience across a number of different firms, including Lincoln Financial Securities Corporation, VeraVest Investments, Inc., and EQ Financial Consultants, Inc. has enabled Brian to develop a broad understanding of the financial services industry.
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.
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.
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2
KY
01/22/2019 - Present
Integrated Wealth Concepts LLC (Louisville KY)
KY
03/19/2003 - 12/13/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (LOUISVILLE KY)
MA
02/17/1999 - 04/16/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
06/16/1997 - 03/08/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/16/1997 - 03/08/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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