Unclaimed
Brian J Lasher is an Investment Advisor Representative with CIG Asset Management, Inc., based in Southfield, MI. Brian has been in the industry since 2019 and holds Series 63, 65, and 7TO licenses. Brian's primary focus is providing financial planning and portfolio management services to individuals, investment companies, and pooled investment vehicles. Brian has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice. Brian is also a member of the Investment Committee of the Unitarian Universalist Association in Boston, MA and serves on the Board of Trustees of the Unitarian Church in Westport, CT.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MI
04/23/2019 - Present
CIG Asset Management, Inc. (SOUTHFIELD MI)
BC
Issued 09/11/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2023
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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