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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 William Post is a financial advisor with Robertson Stephens. Brian has been a Registered Representative since 2010 and has extensive experience in the financial industry. Brian specializes in providing financial planning and investment advice to individuals, families, and businesses. Brian is a Chartered Financial Analyst and holds Series 7, 63, 65, 86, and 87 licenses.
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
05/31/2019 - Present
Robertson Stephens (SAN FRANCISCO CA)
ID
07/24/2013 - 06/12/2019
RBC CAPITAL MARKETS, LLC (EAGLE ID)
CA
04/13/2010 - 07/11/2013
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
WA
10/26/2006 - 08/20/2007
BROADMARK CAPITAL, LLC (SEATTLE WA)
CA
10/11/2005 - 10/25/2006
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
IA
Issued 08/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/10/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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