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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 Wallace Thomson is an Investment Advisor Representative at Affinity Wealth Management LLC. Brian has been in the financial services industry since 2019 and has a Series 65, Series 7TO and SIE license. Brian is also a Certified Financial Planner. Brian's primary areas of expertise are financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting. Prior to joining Affinity Wealth Management LLC, Brian worked at Securian Financial Services, Inc. and Diamond State Financial Group.
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.
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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DE
06/19/2020 - Present
Affinity Wealth Management LLC (WILMINGTON DE)
DE
07/11/2019 - 08/14/2019
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
IA
Issued 06/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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