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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 Boswell is a financial advisor with Savvy, a firm that has been in business for 10 years. Brian's experience includes a range of financial services, including investment advisory and insurance planning. Brian has been in the industry since 2006. Brian has a strong focus on providing financial planning and portfolio management for individuals and families. Brian has been a Certified Financial Planner since 2015. Brian is registered with the state of Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
07/18/2024 - Present
Savvy (NEW YORK NY)
TX
09/29/2014 - 02/24/2015
VSR FINANCIAL SERVICES, INC. (AUSTIN TX)
CA
07/15/2013 - 09/26/2014
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
TX
02/01/2013 - 07/01/2013
LPL FINANCIAL LLC (AUSTIN TX)
TX
04/15/2011 - 01/23/2013
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
09/08/2009 - 04/11/2011
LPL FINANCIAL LLC (AUSTIN TX)
TX
12/08/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (AUSTIN TX)
TX
10/31/2008 - 12/10/2008
AIG FINANCIAL ADVISORS, INC. (AUSTIN TX)
TX
11/14/2006 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (AUSTIN TX)
IA
Issued 11/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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