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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 Durkin is an investment advisor representative with Gries Financial Partners, a registered investment advisor located in Cleveland, OH. Brian also has a current registration with Logix Investments LLC, also based in Cleveland. Brian has worked in the financial industry for over 20 years. Brian specializes in providing financial planning, portfolio management, and personal trustee services to individuals, businesses, and charitable organizations. Brian has a Series 6, Series 63, and Series 65 license.
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.
Personal trustee services, bill pay, and tax prep assistance
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Personal trustee services, bill pay, and tax prep assistance
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2
OH
05/31/2024 - Present
Gries Financial Partners (CLEVELAND OH)
NY
06/19/2001 - 09/01/2005
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NA
05/06/1993 - 02/21/1995
PUTNAM MUTUAL FUNDS CORP.
NA
11/27/1990 - 05/14/1992
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
IA
Issued 11/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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