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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 Stern is a financial advisor with Cetera Investment Advisers LLC. Brian has been working in the financial industry since 2013. Brian specializes in financial planning, pension consulting, educational seminars, and portfolio management. Brian is registered to provide investment advisory services in 44 states. Brian has over 30 years of experience in the financial services industry. Brian currently owns and operates Farpointe Wealth Partners, LLC, Farpointe Financial Services LLC, Farpointe Wealth Advisors and Farpointe DBFS Holdings 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.
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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TX
08/11/2020 - Present
Cetera Investment Advisers LLC (SOUTHLAKE TX)
CA
01/07/2020 - 01/07/2020
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
02/15/2018 - 12/04/2019
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
02/15/2018 - 12/04/2019
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
02/15/2018 - 12/04/2019
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
02/15/2018 - 12/04/2019
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
02/15/2018 - 12/04/2019
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
02/15/2018 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
TX
11/01/2012 - 03/06/2017
HD VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 08/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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