Unclaimed
Brian Neyland is a financial advisor with Cetera Investment Advisers LLC. Brian has been in the industry since September 22, 1993. Brian is registered with the state of Texas as an Investment Advisor Representative. Brian has previously worked for LPL Financial LLC and IFMG Securities, Inc. Brian is also the 100% owner/president of Neyland Wealth Management, a pass-through company for Cetera Investment Services business. Brian is committed to providing clients with personalized financial advice and services.
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.
1
2
TX
11/15/2018 - Present
Cetera Investment Advisers LLC (SAN ANTONIO TX)
TX
05/27/2008 - 12/13/2018
LPL FINANCIAL LLC (SAN ANTONIO TX)
NY
07/31/2003 - 05/27/2008
IFMG SECURITIES, INC. (PATCHOGUE NY)
NY
06/18/2003 - 07/24/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
03/21/2001 - 07/08/2003
IFMG SECURITIES, INC. (PURCHASE NY)
NJ
09/17/1993 - 03/22/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 6/1/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/9/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 2/2/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/5/2000
Series 7 - General Securities Representative Examination
BC
Issued 9/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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