Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Allred is a financial advisor registered with Money Concepts Capital Corp. Brian has been in the financial services industry since 1995. Brian is registered to provide investment advice in several states including Florida, Louisiana and Texas. Brian has a Series 6, Series 7TO, Series 63 and Series 66. Brian also provides general consulting services. Brian is registered to provide investment advice in multiple states including Florida, Louisiana and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
Solicitor fee
1
2
LA
02/16/2022 - Present
Money Concepts Capital Corp. (Metairie LA)
LA
04/23/2021 - 02/15/2022
KOVACK SECURITIES INC. (Gonzales LA)
NJ
07/09/2018 - 04/28/2021
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CO
06/25/2002 - 03/15/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
NY
09/22/2000 - 06/03/2002
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
FL
03/10/2000 - 09/26/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
PA
10/23/1995 - 11/25/1998
UNITED VARIABLE SERVICES, INC. (WEST CHESTER PA)
OH
07/01/1994 - 04/07/1995
KEY INVESTMENTS INC. (CLEVELAND OH)
VA
04/24/1993 - 07/02/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
BOTH
Issued 08/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Allred is the right advisor for you? Invested Better is here to help.
