Years of Experience
5-20+ Years
NEWPORT BEACH, CA
39 Years Experience
2 Disclosures
ADVISOR BIO
Brian Freeman is a financial advisor who has been in the industry since 1986. Brian is currently registered with Cetera Investment Advisers LLC. Brian has also previously been registered with Securian Financial Services, Inc. and Consolidated Resources, Inc. Brian is licensed in a number of states and has a variety of financial designations. Brian is committed to providing clients with personalized financial advice and guidance.
SPECIALIZATIONS
WALNUT CREEK, CA
4 Years Experience
0 Disclosures
ADVISOR BIO
Brian Lopipero is a registered representative with UBS Financial Services Inc. Brian has been in the industry since December 2020 and holds Series 63, Series 7TO and Series 6TO licenses. Brian has experience with J.P. Morgan Securities LLC.
SPECIALIZATIONS
MANHATTAN BEACH, CA
30 Years Experience
0 Disclosures
ADVISOR BIO
Brian Vahan Bozajian is a registered representative with MML Investors Services, LLC. Brian has been in the financial services industry since February 20, 1995. Prior to joining MML Investors Services, LLC, Brian was a registered representative with NATIONAL PLANNING CORPORATION. Brian is also a Series 6 licensed representative. Brian's primary office is located at 1001 SIXTH STREET, SUITE 100 in MANHATTAN BEACH, CA.
SPECIALIZATIONS
LOS ANGELES, CA
42 Years Experience
4 Disclosures
ADVISOR BIO
Brian Dean Ludwick is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian is an active advisor registered in 53 states and the District of Columbia. Brian has been working in the securities industry since 1982. Brian is also registered as an Investment Advisor Representative in Kentucky, Pennsylvania, Texas, and West Virginia. Brian is currently affiliated with the LOS ANGELES branch office of Merrill Lynch.
SPECIALIZATIONS
SAN DIEGO, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Brian Varian is a financial advisor at LPL Financial LLC in SAN DIEGO, CA. Brian specializes in investment advisory services for individuals and businesses. Brian has been in the industry since 2015 and holds the Series 6, Series 63 and SIE licenses.
SPECIALIZATIONS
San Francisco, CA
31 Years Experience
0 Disclosures
ADVISOR BIO
Brian Robert Peter has been in the financial services industry since December 2, 1993. Brian is a Registered Representative with Morgan Stanley and has been with the firm since June 1, 2009. Before that, Brian was a Registered Representative with CITIGROUP GLOBAL MARKETS INC. Brian is licensed to provide investment advice in California and Texas. Brian has passed the Series 63, Series 65, Series 7, and Series 31 examinations.
SPECIALIZATIONS
ALISO VIEJO, CA
0 Disclosures
ADVISOR BIO
Brian Keith Brummell is a financial advisor who specializes in providing comprehensive financial advice to individuals, businesses, and retirement plans. Brian has extensive experience in the financial services industry, having worked with several reputable firms, including Nuveen Securities, LLC, First Union Securities, Inc., and First Union Brokerage Services, Inc. Currently, Brian is registered with Accelerate Retirement, a firm dedicated to helping clients reach their financial goals through a variety of services, including financial planning, pension consulting, and portfolio management. Brian is committed to providing personalized advice and strategies to help clients achieve their financial objectives.
SPECIALIZATIONS
SAN DIEGO, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Brian Mahoney is a financial advisor at Commonwealth Financial Network and has been in the financial industry since 2024. Brian Mahoney is registered with FINRA and holds the Series 7TO and SIE licenses. Brian Mahoney specializes in providing financial advice for individuals, businesses, high net worth individuals, pension and profit sharing plans, charitable organizations and corporations. Commonwealth Financial Network is a well-respected firm with a strong reputation in the financial industry. The firm offers a wide range of financial services to its clients, including financial planning, portfolio management, and investment advisory services.
SPECIALIZATIONS
SAN DIEGO, CA
0 Disclosures
ADVISOR BIO
Brian Wolff is a financial advisor with over 10 years of experience in the financial services industry. Brian is a Certified Financial Planner⢠professional and a Registered Investment Advisor. Brian has previously worked with WWM Financial and is currently with Pure Financial Advisors, LLC. Brian focuses on providing financial advice and investment management services to individuals, families, and small businesses.
SPECIALIZATIONS
RANCHO SANTA FE, CA
36 Years Experience
1 Disclosures
ADVISOR BIO
Brian Orrico is a financial advisor with over 30 years of experience in the industry. Brian currently works at Robert W. Baird & Co. Inc., where Brian is registered as a broker-dealer in California, Florida, Texas, and Washington. Brian has worked at a number of financial firms, including MCADAMS WRIGHT RAGEN, INC., RBC DAIN RAUSCHER INC., DAIN RAUSCHER INCORPORATED, KIDDER, PEABODY & CO. INCORPORATED, PRUDENTIAL-BACHE SECURITIES INC., and DREXEL BURNHAM LAMBERT INCORPORATED. Brian holds a Series 3, 7, 63, and 65 license. Brian's expertise includes providing investment advice to individuals, corporations, investment companies, and pooled investment vehicles. Brian also offers financial planning, pension consulting, and educational seminars.
SPECIALIZATIONS