Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Ripley is an investment advisor representative with Confluence Financial Partners, a firm based in McMurray, PA. Brian has been in the securities industry since 2001 and has a broad range of experience. Brian is registered with the state of Pennsylvania. Brian is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
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.
1
2
PA
08/18/2021 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
01/20/2015 - 08/20/2021
OPPENHEIMER & CO. INC. (SEWICKLEY PA)
PA
12/19/2011 - 04/29/2013
THE HUNTINGTON INVESTMENT COMPANY (PITTSBURGH PA)
PA
11/08/2007 - 01/25/2011
THE HUNTINGTON INVESTMENT COMPANY (PITTSBURGH PA)
PA
06/08/2006 - 10/22/2007
WALNUT STREET SECURITIES, INC. (PITTSBURGH PA)
PA
02/20/2004 - 06/01/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
NY
11/29/2001 - 02/17/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
03/21/2001 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 04/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brian Ripley is the right advisor for you? Invested Better is here to help.
