Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brion? Claim Your ProfileBrion Harris is a financial advisor with over 23 years of experience in the industry. Brion is a registered representative with Cetera Investment Advisers LLC and a Registered Investment Advisor in Maryland and Texas. Brion is also the CEO and founder of Premier Planning Group, a financial services firm based in Annapolis, MD. Brion has a wide range of experience in financial planning, investment management, and insurance. Brion works with individuals, families, businesses, and retirement plans.
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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MD
06/29/2023 - Present
Cetera Investment Advisers LLC (ANNAPOLIS MD)
MD
10/16/2013 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (ANNAPOLIS MD)
MD
10/02/2012 - 09/19/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (ANNAPOLIS MD)
MD
12/12/2002 - 08/06/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (ANNAPOLIS MD)
NY
03/26/1999 - 12/06/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/26/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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