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 Bushnell is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. Brian has over 20 years of experience in the financial services industry. Prior to joining Cambridge, Brian was employed by BMO HARRIS FINANCIAL ADVISORS, INC. and NATCITY INVESTMENTS, INC. Brian holds Series 7, 24, 63 and 66 securities licenses. Brian is a Registered Representative of Cambridge Investment Research, Inc., a Broker/Dealer, and Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., an Investment Advisor. Brian can provide financial advice and investment products to individuals, businesses, and retirement plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
06/23/2022 - Present
Cambridge Investment Research Advisors, Inc. (Oak Park IL)
IL
06/23/2011 - 11/23/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
02/28/2007 - 03/05/2009
NATCITY INVESTMENTS, INC. (CHICAGO IL)
IL
10/05/2005 - 02/09/2007
NATCITY INVESTMENTS, INC. (CHICAGO IL)
NY
03/21/2001 - 08/04/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 12/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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