Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Zimmerman is a financial advisor with over 30 years of experience in the industry. Brian is a Registered Representative, and Investment Advisor Representative with Independent Financial Group, LLC and is currently registered to provide advisory services in 12 states. Brian's areas of specialization include financial planning, portfolio management, pension consulting, and selection of other advisors. Brian is a highly experienced advisor who has been with Independent Financial Group for over a decade. Before that, Brian held various positions with other firms including Liberty Partners Financial Services, LLC, Andrew Garrett Inc., and Shamrock Partners, Ltd.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/11/2012 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
05/12/2004 - 03/28/2012
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (SAN DIEGO CA)
NY
12/15/2001 - 04/26/2004
ANDREW GARRETT INC. (NEW YORK NY)
NY
11/22/1994 - 12/15/2001
ANDREW GARRETT, INC. (NEW YORK NY)
PA
06/24/1994 - 11/28/1994
SHAMROCK PARTNERS, LTD (MEDIA PA)
BOTH
Issued 09/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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