Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian William Hungerford is a financial advisor with Wells Fargo Clearing Services, LLC. Brian has been working in the financial industry since 1987 and has a wealth of experience in providing investment advice to individuals and businesses. Brian holds the Series 7, Series 63 and Series 65 licenses and is registered with the state of Georgia.
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.
Investment consulting services to institutional clients
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.
1
2
GA
09/01/2011 - Present
Wells Fargo Clearing Services, LLC (CARROLLTON GA)
GA
10/23/2009 - 08/29/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARROLLTON GA)
GA
01/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CARROLLTON GA)
NA
06/07/1993 - 01/01/1998
NATIONSSECURITIES
MA
03/31/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NA
09/07/1988 - 03/31/1992
NATIONSBANC SECURITIES OF GEORGIA, INC.
NA
05/24/1988 - 08/30/1988
F.N. WOLF & CO., INC.
NA
07/21/1987 - 05/18/1988
SHERWOOD CAPITAL, INC.
IA
Issued 10/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brian Hungerford is the right advisor for you? Invested Better is here to help.
