Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Britt is a financial professional with over 30 years of experience in the industry. Brian has worked with a variety of financial institutions, including Lehman Brothers Inc., Paine Webber Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Purshe Kaplan Sterling Investments. Brian currently works at The Institute, a firm that provides financial planning, portfolio management, and educational seminars. Brian is also the founder of CLEARWEALTH Asset Management.
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.
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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CA
01/03/2025 - Present
THE Institute (San Diego CA)
CA
03/26/2010 - 09/15/2010
PURSHE KAPLAN STERLING INVESTMENTS (SAN DIEGO CA)
CA
11/03/1999 - 03/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
NJ
11/18/1994 - 11/10/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/04/1990 - 12/14/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/16/1988 - 10/05/1990
VANTAGE FINANCIAL SERVICES, INC.
NA
08/05/1988 - 09/02/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/16/1985 - 06/06/1988
FIRST INVESTORS CORPORATION
NA
09/06/1984 - 12/18/1984
FIRST INVESTORS CORPORATION
IA
Issued 12/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/1990
Series 24 - General Securities Principal Examination
BC
Issued 07/07/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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