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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 Cole is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Fayetteville, Arkansas. Cole has been in the financial services industry since 2002. Cole holds Series 7, Series 24, Series 31, Series 53, Series 63, and Series 65 licenses. Cole is registered to provide investment advice in 38 states and the District of Columbia. Cole's previous experience includes work with Arvest Asset Management. In addition to Cole's work at Raymond James, Cole is the President of Signature Private Wealth Management and head of the Trust Department of Signature Bank. Cole serves as a Co-Trustee with his parents on their Revocable Trust. Cole specializes in providing financial advice to high-net-worth individuals, insurance companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Cole offers a variety of financial planning and investment services, including portfolio management for individuals and businesses, financial planning, pension consulting, selection of other advisors, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AR
03/19/2012 - Present
Raymond James Financial Services Advisors, Inc. (FAYETTEVILLE AR)
AR
03/26/2002 - 05/18/2006
ARVEST ASSET MANAGEMENT (FAYETTEVILLE AR)
IA
Issued 01/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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