Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mulvey is a financial advisor at EP Wealth Advisors, a firm with a team of over 195 investment advisor representatives. Brian has been in the financial industry since 1992 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Brian specializes in financial planning, portfolio management, and retirement planning.
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.
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.
Retirement plan advisory services & tax preparation services
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
MA
07/08/2024 - Present
EP Wealth Advisors (Westwood MA)
MA
05/15/2008 - 05/01/2019
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
01/13/2001 - 06/13/2008
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MD
07/07/1998 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
MD
09/01/1997 - 11/12/1997
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
04/11/1996 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
10/09/1992 - 04/12/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 02/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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