Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Stewart is a financial advisor with over 15 years of experience in the financial services industry. Brian is a Certified Financial Planner™ and Chartered Financial Consultant™ who specializes in providing financial advice to individuals and families. Brian currently works with Campbell Wealth Management, Inc. and Captrust. Previously, Brian worked at Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., Northwestern Mutual Investment Services, LLC, and Wachovia Securities, LLC. Brian has a broad range of experience in financial planning, investment management, and retirement planning. Brian is committed to providing his clients with personalized financial advice that meets their individual needs and 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.
Informational/educational/motivational workshops
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.
Workshops and seminars
1
2
VA
06/03/2024 - Present
Campbell Wealth Management, Inc. (ALEXANDRIA VA)
VA
05/23/2020 - 01/09/2024
CHARLES SCHWAB & CO., INC. (Alexandria VA)
VA
08/04/2014 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (Vienna VA)
VA
08/15/2008 - 03/25/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
VA
08/02/2007 - 07/10/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 10/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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