Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Tolin is a financial advisor with over 10 years of experience in the financial services industry. Brian is registered with CWA Asset Management Group and Bray Capital Advisors, LLC. Brian has a Series 7, Series 63, and Series 65 license and is also a Chartered Financial Analyst. Brian specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and charitable organizations. Brian is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
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FL
08/12/2024 - Present
CWA Asset Management Group (NAPLES FL)
FL
07/27/2012 - 06/21/2016
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
09/14/2011 - 06/08/2012
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
IA
Issued 11/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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