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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 Sun Eagleheart McDowell is a financial advisor with Cetera Investment Advisers LLC, and has been in the industry since 1999. Brian has a broad range of experience in financial services, including working with both individuals and businesses. Brian is registered with the state of Oregon as both a broker-dealer and an investment advisor, and he holds several industry licenses, including Series 6, 7, 10, 26, 63, and 65. Brian is passionate about helping people achieve their financial goals, and he is committed to providing his clients with the personalized service they deserve.
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
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (La Grande OR)
OR
03/01/2013 - 08/12/2016
J.P. MORGAN SECURITIES LLC (OREGON CITY OR)
OR
02/28/2012 - 02/28/2013
CETERA ADVISORS LLC (PORTLAND OR)
OR
05/06/2010 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (TIGARD OR)
CA
11/29/2006 - 04/27/2009
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
OR
07/16/2003 - 10/31/2006
PACIFIC WEST SECURITIES, INC. (PORTLAND OR)
GA
04/12/2002 - 07/31/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
01/27/1998 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 7/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/17/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/3/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 2/27/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 1/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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