Unclaimed
Brian Hulsey is a financial professional with over 20 years of experience in the industry. Brian is currently registered with Cetera Investment Advisers LLC and has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and A. G. Edwards & Sons, Inc.. Brian is dedicated to providing financial consulting services, investment management services, and insurance. Brian is licensed in several states, including Georgia and Texas.
ATLANTA, GA
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
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 6/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/1/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/5/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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