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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kenyon is a financial advisor who has been in the industry since 1999. Brian is currently registered as a Registered Representative with U.s. Bancorp Investments, Inc. Brian previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and SCOTTRADE, INC.. Brian has passed the Series 7, Series 31, Series 63, Series 65, Series 4 and Series 24 exams. Brian specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Brian is committed to helping clients achieve their financial goals.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MT
01/30/2024 - Present
U.s. Bancorp Investments, Inc. (Kalispell MT)
WA
08/11/2017 - 11/05/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SPOKANE WA)
WA
03/11/1999 - 01/06/2017
SCOTTRADE, INC. (SPOKANE WA)
NY
07/15/1997 - 10/16/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2024
Series 24 - General Securities Principal Examination
BC
Issued 11/19/2008
Series 4 - Registered Options Principal Examination
BC
Issued 01/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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