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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 Thomas Collard is a financial advisor with Stifel Independent Advisors, LLC. Brian has over 17 years of experience in the financial services industry. Brian is a Certified Financial Planner™ professional and holds the Series 7, Series 31 and Series 66 licenses. Brian is registered to provide investment advice in 21 states. Brian has a history of working with clients in the following areas: high-net-worth individuals, charitable organizations, corporations and other businesses, and pension and profit-sharing plans. Prior to joining Stifel Independent Advisors, LLC, Brian worked at Wells Fargo Advisors Financial Network, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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UT
06/20/2023 - Present
Stifel Independent Advisors, LLC (SALT LAKE CITY UT)
UT
08/23/2012 - 07/05/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SALT LAKE CITY UT)
UT
06/01/2009 - 09/11/2012
MORGAN STANLEY SMITH BARNEY (SALT LAKE CITY UT)
UT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SALT LAKE CITY UT)
UT
01/30/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SALT LAKE CITY UT)
FL
12/01/2005 - 02/06/2006
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 02/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/30/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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