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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 Louis Boll is a financial advisor with Heritage Family Offices, LLP, a firm based in Scottsdale, Arizona. Brian has been in the industry for over 15 years and has experience working with individuals, families, and corporations. Brian is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals. Brian is registered with the state of Arizona as an Investment Advisor Representative.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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AZ
06/12/2024 - Present
Heritage Family Offices, LLP (SCOTTSDALE AZ)
AZ
05/21/2009 - 01/13/2016
WELLS FARGO ADVISORS, LLC (MESA AZ)
AZ
07/06/2005 - 05/27/2009
CHASE INVESTMENT SERVICES CORP. (MESA AZ)
IL
01/19/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
01/05/2001 - 12/17/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
GA
06/26/1997 - 11/17/2000
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 12/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/20/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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