Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Harold Doench is an investment advisor representative at Doench Wealth Management, LLC, a registered investment advisor located in CHARLOTTESVILLE, VA. Brian has been in the industry for more than 7 years and has a Series 7 and Series 66. Brian has been registered as an investment advisor representative since February 10, 2016. Brian is a general securities representative and an investment advisor representative. Brian owns a rental property and receives rental income from it. Brian has specializations in Financial Planning and Portfolio Management for Individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
02/10/2016 - Present
Doench Wealth Management, LLC (CHARLOTTESVILLE VA)
FL
11/21/2007 - 09/04/2014
NEXT FINANCIAL GROUP, INC. (MIAMI BEACH FL)
BOTH
Issued 01/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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