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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 Sullivan is a financial advisor with over 20 years of experience in the industry. Brian currently works at Mercer Global Advisors Inc. as a Financial Advisor. Brian has experience with many different financial products and services and has the following designations: Certified Financial Planner. Brian is registered to provide investment advice in Alabama, Florida, Georgia, North Carolina, South Carolina and Texas. Brian's areas of specialization are Retirement Planning, Investment Advisory Services, Insurance Products and Annuities, Mutual Funds and ETFs, 401(k) Plans, College Savings Plans and Fixed Annuities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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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2
GA
08/23/2023 - Present
Mercer Global Advisors Inc. (Atlanta GA)
GA
06/15/2010 - 03/15/2016
REGISTER FINANCIAL ASSOCIATES, INC. (ATLANTA GA)
GA
10/23/2009 - 06/04/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
01/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
NA
07/08/1993 - 01/01/1998
NATIONSSECURITIES
VA
10/16/1992 - 12/18/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
RI
07/30/1992 - 10/21/1992
FISCO EQUITY, INC. (LINCOLN RI)
OR
07/17/1991 - 07/27/1992
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
11/23/1987 - 12/06/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/14/1987 - 11/04/1987
PHILIPS, APPEL & WALDEN, INC.
IA
Issued 10/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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