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Brian Patrick Fleming

Farther

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About Brian Patrick Fleming

Brian Fleming is a financial advisor with over 25 years of experience in the industry. Brian is currently registered with Farther Finance Advisors and is based out of San Francisco, CA. Brian has a strong background in providing financial advice to individuals, families, and businesses. He specializes in investment management and financial planning. Brian has held positions at various firms over his career including PURSHE KAPLAN STERLING INVESTMENTS, LPL FINANCIAL CORPORATION and AMERIPRISE FINANCIAL SERVICES, INC.

Firm Information

Brian Fleming is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Fleming’s Registration & Firm History

CA

06/03/2024 - Present

Farther (SAN FRANCISCO CA)

NC

12/22/2010 - 11/17/2017

PURSHE KAPLAN STERLING INVESTMENTS (WRIGHTSVILLE BEACH NC)

NC

12/19/2007 - 12/22/2010

LPL FINANCIAL CORPORATION (WRIGHTSVILLE BEACH NC)

NC

11/20/1995 - 12/20/2007

AMERIPRISE FINANCIAL SERVICES, INC. (WILMINGTON NC)

MN

11/20/1995 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/21/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/01/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Patrick Fleming.
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