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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 Michael Therrell is a financial advisor with Cambridge Investment Research Advisors, Inc. Brian Michael Therrell has been in the industry since June 2004 and is registered with the state of Florida and Texas. Brian Michael Therrell has held previous positions with ING FINANCIAL PARTNERS, INC., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Brian Michael Therrell offers a range of services, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.
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
FL
11/06/2013 - Present
Cambridge Investment Research Advisors, Inc. (BOCA RATON FL)
FL
09/07/2005 - 11/06/2013
ING FINANCIAL PARTNERS, INC. (BOCA RATON FL)
MN
06/25/2004 - 09/01/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/25/2004 - 09/01/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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