Unclaimed
Brian Hulsey is a financial advisor with Cetera Investment Advisers LLC, based in Atlanta, GA. Brian has over 20 years of experience in the financial industry, and is registered to provide investment advice in 26 states. He is a Series 7 and Series 66 licensed professional, with a focus on providing financial planning, investment management, and insurance services. Brian's experience with A. G. Edwards & Sons, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated shows his dedication to a long career in the financial services industry. He has specialized in working with high-net-worth individuals, corporations, and charitable organizations. Brian provides a personalized approach to financial advising with a focus on helping clients achieve their financial goals.
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.
1
2
GA
03/21/2024 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
12/05/2006 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
05/10/2002 - 12/05/2006
A. G. EDWARDS & SONS, INC. (MARIETTA GA)
FL
01/08/2001 - 04/17/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 06/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Hulsey is the right advisor for you? Invested Better is here to help.