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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 Osborn is a financial advisor with Grove Point Advisors, LLC. Brian has over 28 years of experience in the financial services industry. Brian is registered with the state of Pennsylvania and Texas as an Investment Advisor Representative. Brian has a strong track record of helping clients achieve their financial goals. Brian provides a variety of financial services to individuals, businesses, and charitable organizations, including financial planning, portfolio management, pension consulting, and educational seminars. Brian is committed to providing clients with personalized advice and exceptional service.
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.
A percentage of the total value of assets under management is charged.
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2
MD
12/21/2023 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
PA
10/31/2013 - 04/10/2019
BEACONSFIELD FINANCIAL SERVICES, INC. (Pittsburgh PA)
PA
05/19/1997 - 10/29/2013
HARVEST CAPITAL LLC (PITTSBURGH PA)
FL
01/18/1995 - 05/21/1997
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
IA
Issued 07/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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