Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Vestal is an Investment Advisor Representative associated with RIA Advisory Group, LLC. Brian is licensed to provide advisory services in Iowa and Texas. Brian has over 20 years of experience in the financial services industry and has held positions with several firms including Cambridge Investment Research, Inc., LPL Financial Corporation, and Equitrust Marketing Services, LLC. Brian has Series 7, 24, 26, and 63 licenses and has worked for Ria Advisory Group, LLC since 2010. Brian specializes in portfolio management for individuals, corporations, and pension and profit sharing plans. Brian is also a 20% owner of BrokerStreet Insurance Services and spends 5% of his time providing non-variable insurance services. Brian's current firm RIA Advisory Group, LLC is a registered investment advisor with the SEC and is headquartered in Des Moines, Iowa.
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.
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.
A percentage of the total value of assets under management is charged.
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IA
04/05/2013 - Present
RIA Advisory Group, LLC (DES MOINES IA)
IA
10/03/2008 - 04/23/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (ANKENY IA)
IA
03/04/2003 - 10/06/2008
LPL FINANCIAL CORPORATION (ANKENY IA)
IA
04/25/1997 - 02/28/2003
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
IA
07/22/1998 - 05/24/2002
EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC. (WEST DES MOINES IA)
SC
07/05/1995 - 12/12/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
10/10/1994 - 07/11/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 09/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/08/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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