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Brian Lee Yurek

Brian L. Yurek

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About Brian Lee Yurek

Brian L. Yurek is a financial advisor in Kingsville, MD. Brian is registered with the state of Maryland. Brian has been in the industry since 1993. Brian is associated with the firm Brian L. Yurek. Brian is a Certified Financial Planner and specializes in investment products and services. Brian's firm is a small firm and does not offer financial planning services. The firm primarily offers services related to advising clients on behalf of other third-party advisors. Brian's firm's clients include corporations and individuals other than high-net-worth clients. Brian also owns and operates a tax firm.

Firm Information

Brian Yurek is currently registered with Brian L. Yurek. Brian L. Yurek is a firm that offers other advisory services, including the solicitation of clients on behalf of other 3rd party advisors, as well as the selection of other advisers. They do not offer financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, portfolio management for businesses, individuals, investment companies, or pooled investment vehicles.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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solicitation of clients on behalf of other 3rd party advisors

Solicitation of clients on behalf of other 3rd party advisors

Fee Structure

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.

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other

Solicitor fees paid by third party advisors

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Brian Yurek’s Registration & Firm History

MD

03/24/2022 - Present

Brian L. Yurek (KINGSVILLE MD)

NA

10/26/1993 - 12/31/1994

COMPREHENSIVE FINANCIAL SERVICES, INC.

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Licenses & Designations

BC

Issued 10/25/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Lee Yurek.
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