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 Martin is a financial advisor with over 20 years of experience in the financial services industry. Brian is a Certified Financial Planner™ professional and holds the Series 6, 7, 24, 63, and 65 licenses. Brian is currently registered with Vanguard Advisers, Inc. Brian is a seasoned professional with experience in providing financial planning and investment management services. Prior to joining Vanguard Advisers, Inc., Brian was employed by Thrivent Investment Management Inc. for over a year. Brian has a strong background in working with individuals, high-net-worth individuals, families, charitable organizations, and retirement plans. Brian’s experience allows him to help clients achieve their financial goals through a personalized approach to financial planning.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
10/19/2015 - Present
Vanguard Advisers, Inc. (Malvern PA)
MN
03/12/2004 - 01/10/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 09/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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