Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Matthew Bean is a financial advisor with over 30 years of experience in the industry. Brian has been registered with Commonwealth Financial Network since August 2017, and previously held registrations with WFG Investments, Inc., GWN Securities Inc., Medallion Investment Services, Inc., Next Financial Group, Inc., VALIC Financial Advisors, Inc., and The Variable Annuity Marketing Company. Brian has a Series 6, 62, 63, and 65, and a SIE license, and holds registrations in 14 states. Brian specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
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VA
08/25/2017 - Present
Commonwealth Financial Network (Virginia Beach VA)
VA
04/01/2016 - 08/29/2017
WFG INVESTMENTS, INC. (NORFOLK VA)
VA
01/04/2010 - 04/05/2016
GWN SECURITIES INC. (NORFOLK VA)
VA
07/18/2008 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (NORFOLK VA)
VA
02/24/2003 - 07/31/2008
NEXT FINANCIAL GROUP, INC. (NORFOLK VA)
TX
02/11/1998 - 03/03/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/23/1992 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 07/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2017
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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