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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 Russell darden Gilbert is a financial advisor with Commonwealth Financial Network, a firm with over 3,300 investment advisor representatives. Brian Gilbert has been in the industry since 1992 and is registered to offer securities and investment advisory services in 17 states. Brian Gilbert works with individuals, families, and businesses. Brian Gilbert specializes in financial planning, pension consulting, portfolio management, and educational seminars.
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.
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2
CA
03/18/2020 - Present
Commonwealth Financial Network (IRVINE CA)
MO
06/29/1999 - 03/03/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/11/1992 - 07/01/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/16/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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