Unclaimed
Brian Riggs is an investment advisor representative at Moneta Group Investment Advisors, LLC. Brian has been in the financial services industry since 2014 and has a background in financial planning and portfolio management. Brian is a Certified Financial Planner and has a Series 7, Series 66, Series 24 and SIE license. Prior to joining Moneta Group Investment Advisors, LLC, Brian worked at FYRA CAPITAL MANAGEMENT in Saint Charles, MO, and Buckingham Strategic Wealth, LLC in Clayton, MO.
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.
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2
MO
10/15/2024 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
03/24/2017 - 02/14/2021
CALTON & ASSOCIATES, INC. (Saint Charles MO)
BOTH
Issued 08/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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