Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian James Boughner is a financial advisor with The Fiduciary Alliance. Brian has been a registered representative since July 3, 2000 and currently holds Series 7 and Series 63 licenses. Brian has experience working with individuals, corporations, and high-net-worth individuals. Brian is also a Chartered Financial Analyst (CFA). The Fiduciary Alliance is an investment advisory firm that provides a range of financial services, including portfolio management, financial planning, and investment advice. The firm's regulatory assets under management are $1.2 billion.
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.
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.
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
SC
09/21/2016 - Present
THE Fiduciary Alliance (GREENVILLE SC)
NC
09/15/2004 - 01/18/2006
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
AL
06/25/2003 - 03/19/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
TX
07/03/2000 - 05/12/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 07/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brian Boughner is the right advisor for you? Invested Better is here to help.
