Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Smith is a financial advisor with Acropolis Investment Management, LLC. Brian has been in the financial services industry since 1995. Brian has Series 7, 8, 24, 63 and 65 registrations and is a Certified Financial Planner. Brian is a veteran financial advisor with a proven track record of providing personalized financial planning services and investment management. 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.
Guidance on pension options to ensure a secure financial future.
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.
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MO
09/18/2018 - Present
Acropolis Investment Management, LLC (ST. LOUIS MO)
MO
05/21/2018 - 08/31/2018
VALIC FINANCIAL ADVISORS, INC. (ST. LOUIS MO)
MO
06/10/2014 - 03/08/2018
SCOTTRADE, INC. (CLAYTON MO)
MO
05/04/2011 - 06/17/2014
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
07/15/2009 - 04/20/2011
SCOTTRADE, INC. (ST. LOUIS MO)
IL
09/09/2002 - 07/07/2009
CHARLES SCHWAB & CO., INC. (FAIRVIEW HEIGHTS IL)
MO
05/31/2001 - 08/22/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NE
03/28/1996 - 05/29/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
05/23/1995 - 01/03/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/23/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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