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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 Gorman is a financial advisor registered with Cambridge Investment Research Advisors, Inc., and has been in the industry since 2001. Brian has earned the Series 7, Series 63, and Series 65 licenses. Brian is also a registered representative of Cambridge Investment Research, Inc. Brian's office is located in Plymouth, MI. Brian works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. Brian specializes in financial planning, portfolio management, and retirement planning.
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.
Solicitation fees from 3rd party money managers
1
2
MI
09/17/2013 - Present
Cambridge Investment Research Advisors, Inc. (PLYMOUTH MI)
MI
06/04/2009 - 09/13/2013
FIRST HEARTLAND CAPITAL, INC. (WEST BLOOMFIELD MI)
CT
06/05/2007 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
MI
02/12/2002 - 06/20/2007
LASALLE FINANCIAL SERVICES, INC. (ANN ARBOR MI)
MN
05/14/2001 - 01/16/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/14/2001 - 01/16/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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