Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Huxhold is a financial advisor with Truist Advisory Services, Inc. in Brentwood, Tennessee. Brian is registered with the state of Tennessee. Brian has been in the securities industry since February 8, 2011. Brian has a Certified Financial Planner designation. Brian has experience with Edward Jones and Charles Schwab & Co., Inc. Brian has experience providing financial planning, portfolio management for businesses and individuals, and wrap fee products. Brian has expertise in educational seminars, the publication of periodicals, and the selection of other advisors.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
TN
03/19/2018 - Present
Truist Advisory Services, Inc. (BRENTWOOD TN)
AZ
10/15/2013 - 03/20/2018
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
WA
11/18/2010 - 07/24/2013
EDWARD JONES (SEATTLE WA)
BOTH
Issued 12/2/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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