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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 Duckworth is a financial advisor at Equitable Advisors, LLC in San Diego, California. Brian is licensed to provide financial advice in several states including California, Nevada, New York, North Carolina and Texas. Brian has been a financial advisor since 2009 and has a Series 66, Series 7 and SIE license. Before joining Equitable Advisors, LLC, Brian was an advisor at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and AXA ADVISORS, LLC. Brian provides financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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.
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2
CA
12/02/2020 - Present
Equitable Advisors, LLC (SAN DIEGO CA)
CA
05/18/2016 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN DIEGO CA)
CA
06/03/2009 - 04/26/2016
AXA ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 07/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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