Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Scanlon is a registered investment advisor representative with Capstone, LLC. Brian has been in the securities industry for over 8 years. Prior to joining Capstone, Brian was a representative with Height Capital Markets. Brian holds the Series 66, Series 7 and Series 57 licenses. Brian is also a registered investment adviser representative in the District of Columbia. Brian specializes in policy analysis and due diligence. He has a background in policy research and provides access to events hosted by Capstone. He also assists with opportunities and engagements for Archstone Capital, LLC.
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.
Policy analysis; due diligence
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.
Retainer/votes
1
2
DC
05/25/2023 - Present
Capstone, LLC (WASHINGTON DC)
DC
08/13/2015 - 06/28/2021
HEIGHT CAPITAL MARKETS (WASHINGTON DC)
BOTH
Issued 09/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2017
Series 57 - Securities Trader Exam
BC
Issued 08/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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