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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 Upchurch is a financial advisor who has been in the industry since 1998. Brian is registered with both the state of Florida and Indiana. Brian is currently affiliated with Captrust and has been since 2023. Prior to joining Captrust, Brian worked with COLUMN CAPITAL and COLUMN CAPITAL GROUP, LTD.. Brian holds a Series 65 license and the Certified Financial Planner designation. Brian specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IN
10/16/2023 - Present
Captrust (INDIANAPOLIS IN)
IA
Issued 05/20/1998
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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