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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 Keith Brummell is a financial advisor who specializes in providing comprehensive financial advice to individuals, businesses, and retirement plans. Brian has extensive experience in the financial services industry, having worked with several reputable firms, including Nuveen Securities, LLC, First Union Securities, Inc., and First Union Brokerage Services, Inc. Currently, Brian is registered with Accelerate Retirement, a firm dedicated to helping clients reach their financial goals through a variety of services, including financial planning, pension consulting, and portfolio management. Brian is committed to providing personalized advice and strategies to help clients achieve their financial objectives.
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.
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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CA
01/03/2025 - Present
Accelerate Retirement (ALISO VIEJO CA)
CA
11/03/2000 - 09/14/2016
NUVEEN SECURITIES, LLC (IRVINE CA)
MO
10/01/2000 - 10/13/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
08/04/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 05/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2007
Series 24 - General Securities Principal Examination
BC
Issued 09/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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