Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Strange is an investment advisor representative who has been in the financial services industry since 2002. Brian is currently registered with Vanguard Advisers, Inc. in Pennsylvania and Texas and has a broad range of experience in financial services. Brian's current registration with Vanguard Advisers, Inc. indicates that Brian is active in the securities industry and that Brian is a registered representative of the firm. Brian has held several other positions in the financial services industry, including roles at Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., TD Ameritrade, Inc., Ameritrade, Inc., Fidelity Brokerage Services LLC, American Express Financial Advisors Inc., IDS Life Insurance Company, and Pruco Securities Corporation. Brian has passed the Series 66, Series 51, Series 24, SIE, and Series 7 exams.
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.
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
TX
01/20/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
07/31/2020 - 11/14/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
01/29/2014 - 06/18/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
04/22/2006 - 10/25/2012
TD AMERITRADE, INC. (FORT WORTH TX)
TX
12/21/2005 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
RI
02/07/2001 - 12/06/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
10/23/2000 - 12/22/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/23/2000 - 12/22/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
08/25/2000 - 10/06/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/09/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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