Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bloxom is an investment advisor representative associated with Cambridge Investment Research Advisors, Inc. Brian has been in the financial services industry since May 4, 1995. Brian is registered with the state of Virginia and Texas as an investment advisor representative. Brian holds the Series 6, 7, 63, 66, 79TO, and SIE securities licenses. Brian has been affiliated with Cambridge Investment Research Advisors, Inc. since March 2014. Brian is an Advisory Board Member of Freedom Bank and also is a Director Consultant for Business Networking Institute.
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
VA
03/04/2014 - Present
Cambridge Investment Research Advisors, Inc. (Woodbridge VA)
VA
03/14/2008 - 03/17/2014
FULCRUM SECURITIES, LLC (RESTON VA)
VA
05/26/2000 - 03/24/2008
SUNTRUST INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
VA
12/12/1997 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
CT
04/19/1995 - 11/25/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 01/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Bloxom is the right advisor for you? Invested Better is here to help.
