Years of Experience
5-20+ Years
KINGSVILLE, MD
0 Disclosures
ADVISOR BIO
Brian L. Yurek is a financial advisor in Kingsville, MD. Brian is registered with the state of Maryland. Brian has been in the industry since 1993. Brian is associated with the firm Brian L. Yurek. Brian is a Certified Financial Planner and specializes in investment products and services. Brian's firm is a small firm and does not offer financial planning services. The firm primarily offers services related to advising clients on behalf of other third-party advisors. Brian's firm's clients include corporations and individuals other than high-net-worth clients. Brian also owns and operates a tax firm.
SPECIALIZATIONS
COCKEYSVILLE, MD
29 Years Experience
0 Disclosures
ADVISOR BIO
Brian Martin is a registered representative of MML Investors Services, LLC, and has been in the financial services industry since February 1996. Brian is registered to offer securities in 51 states and the District of Columbia. Brian has a Series 6, Series 63, and Series 65 license. Brian specializes in asset allocation programs, financial planning, and portfolio management for individuals and businesses. Brian is also a licensed insurance broker. Brian offers insurance products from various carriers, including life, health, fixed annuities, disability income insurance and long-term care. Brian’s clients include high-net-worth individuals, corporations, and other businesses, as well as charitable organizations and pension and profit-sharing plans.
SPECIALIZATIONS
HUNT VALLEY, MD
46 Years Experience
1 Disclosures
ADVISOR BIO
Brian O'Neil is an active Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in HUNT VALLEY, MD. Brian has been in the financial services industry since September 18, 1979. Brian has a Series 63 and 65 license, along with Series 7, 8, 9, 10, and SIE licenses. Brian is licensed in over 30 states. Brian's firm has over 1271 billion dollars in regulatory assets under management. Brian is part of a team of 26,251 Investment Advisor Representatives at Merrill Lynch.
SPECIALIZATIONS
BETHESDA, MD
0 Disclosures
ADVISOR BIO
Brian Hawthorne-codato is a financial advisor who works with clients in a variety of capacities. Brian specializes in financial planning and portfolio management for individuals and high-net-worth individuals. Brian has been a registered investment advisor for over 2 years. Brian is currently employed by Glassy Mountain Advisors, Inc. and has previously worked at CTS Capital Advisors. Brian holds the Chartered Financial Analyst designation.
SPECIALIZATIONS
GAITHERSBURG, MD
0 Disclosures
ADVISOR BIO
Brian Lipton is a financial advisor associated with McKinley Carter Wealth Services, Inc. Brian is a Certified Financial Planner and has been in the industry since January 2014. Brian currently holds active registrations with the state of Maryland and California. Brian is based in the Gaithersburg office location of McKinley Carter Wealth Services, Inc. The firm's main office is located in Wheeling, WV.
SPECIALIZATIONS
FREDERICK, MD
0 Disclosures
ADVISOR BIO
Brian Stuart Jolles is a financial professional with over 30 years of experience in the financial services industry. Brian is a licensed Insurance Agent & CEO for Jolles Insurance, Inc. and a Partner in Jolles Properties, LLC. Brian is a Registered Investment Advisor Representative with Turning Point Financial. Brian holds Series 6, 7, 63 and 66 licenses as well as the SIE exam. Brian specializes in financial planning and portfolio management for individuals and businesses.
SPECIALIZATIONS
BETHESDA, MD
25 Years Experience
0 Disclosures
ADVISOR BIO
Brian Thornton is a financial advisor with over 20 years of experience in the financial services industry. Brian currently works with Principal Securities, Inc. and is registered as a Broker-Dealer and Investment Adviser Representative in Maryland. Brian is a Certified Financial Planner and is a member of the Financial Industry Regulatory Authority (FINRA).
SPECIALIZATIONS
Owings Mills, MD
14 Years Experience
0 Disclosures
ADVISOR BIO
Brian William Pacen is a financial advisor with Creativeone Securities, LLC. Brian has been in the industry since February 2011. Brian is registered in Delaware, Florida, Maryland, North Carolina, Pennsylvania and Virginia. He holds a Series 6, 7, 9, 10, 63 and 66 license. Brian is also a Certified Financial Planner.
SPECIALIZATIONS
HUNT VALLEY, MD
37 Years Experience
1 Disclosures
ADVISOR BIO
Brian Walter Gracie is a financial advisor registered with Osaic Wealth, Inc. Brian has been in the industry since August 1988. Brian has a strong track record of success in helping individuals and families achieve their financial goals. Brian is committed to providing personalized advice and guidance to help clients make informed decisions about their financial future.
SPECIALIZATIONS
GLEN BURNIE, MD
8 Years Experience
0 Disclosures
ADVISOR BIO
Brian Melton is a financial professional with PFS Investments Inc. Brian has been in the financial services industry for over 6 years. Brian is licensed to offer securities in 26 states and has a Series 6, Series 63 and SIE licenses. Brian specializes in providing investment advice and portfolio management to individuals.
SPECIALIZATIONS