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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 Bortz is an Investment Advisor Representative with Cain, Watters & Associates, LLC, registered with the state of Texas in 2005 and with Louisiana in 2009. Brian is a Personal Financial Specialist. Brian has been working in the financial industry since January 2008 and has a Series 65 license. Brian specializes in providing financial planning, portfolio management for individuals and educational seminars to his clients. Brian's other business includes working for Tectonic Financial, Inc., a publicly traded entity, and three entities related to Cain, Watters & Associates, LLC.
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.
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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TX
12/01/2005 - Present
Cain, Watters & Associates, LLC (PLANO TX)
IA
Issued 04/29/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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