Years of Experience
5-20+ Years
TOWSON, MD
0 Disclosures
ADVISOR BIO
Brian Woods is a financial advisor at Woods Advisory Services LLC, based in Towson, MD. Brian has over 25 years of experience in the financial services industry. Brian has a background in accounting and has held positions with LPL Financial LLC and Mutual Service Corporation. Brian is registered as an Investment Advisor Representative in Maryland. Woods Advisory Services LLC provides financial planning and portfolio management services to individuals and high-net-worth individuals.
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
Annapolis, MD
2 Years Experience
0 Disclosures
ADVISOR BIO
Brian Waters Phipps is a financial advisor with Commonwealth Financial Network. Brian is a registered representative and investment advisor representative in Maryland and Virginia. He holds the Series 7TO, SIE, and Series 66 licenses. Brian has been a financial advisor for more than 9 years and provides financial planning, portfolio management, and other services to individuals, corporations, and charitable organizations. Prior to joining Severn Financial Advisors LLC in 2023, Brian was a teacher and coach at Archbishop Spalding High School in Severn, Maryland. Brian is committed to providing his clients with personalized financial advice and guidance that helps them achieve their goals.
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
WOODBINE, MD
0 Disclosures
ADVISOR BIO
Brian Wee is a financial professional with experience in the financial services industry. Brian is a Managing Member/CCO at Homewood Capital Management East LLC Brian has been in the industry since 2006. Brian specializes in providing financial planning and portfolio management services for individuals. Brian is licensed in Maryland and California and holds Series 66 and Series 7 registrations.
SPECIALIZATIONS
ROCKVILLE, MD
0 Disclosures
ADVISOR BIO
Brian Mattox is an investment advisor representative at Kendall Capital Management. Brian has been in the industry for more than 20 years and has experience with a variety of firms including LPL Financial LLC, Fortigent Securities Company, LLC, Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Brian is registered with the state of Maryland and holds a Series 66, Series 7 and SIE license. Brian's firm, Kendall Capital Management, is a registered investment advisor firm that manages a diverse portfolio of client assets including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Brian has a diverse specializations in portfolio management, financial planning, and investment advisory.
SPECIALIZATIONS
Fulton, MD
10 Years Experience
0 Disclosures
ADVISOR BIO
Brian Terlinsky is a financial professional who has been in the industry since January 25, 2015. Brian is currently registered with J.P. Morgan Securities LLC and has been with them since November 2014. Brian's registrations include Series 7, Series 63, Series 66 and SIE. Brian has a broad scope of registration, covering Broker/Dealer and Investment Advisor roles in all 50 states and District of Columbia.
SPECIALIZATIONS
ELLICOTT CITY, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Brian William Smoot is a registered representative with Osaic Wealth, Inc. and Lee Financial Associates, Inc. He has been working in the financial services industry since 2016. He specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Brian William Smoot is registered with the state of Maryland and has passed the Series 7, Series 66 and SIE exams. He currently serves clients in Colorado, Delaware, Maryland, Pennsylvania and South Carolina.
SPECIALIZATIONS
Baltimore, MD
5 Years Experience
0 Disclosures
ADVISOR BIO
Brian Michael Welch is a financial advisor who has been in the industry since January 12, 2020. He is currently registered with Morgan Stanley & Co. LLC. Brian holds the Series 99TO and SIE licenses. He is located in Baltimore, MD and can be reached at the Baltimore office at 1300 Thames Street, Thames Street Warf, 21231.
SPECIALIZATIONS
No specializations listed.
Rockville, MD
29 Years Experience
0 Disclosures
ADVISOR BIO
Brian Grimes is a financial advisor who has been in the industry since 1996. Brian is currently registered with Cambridge Investment Research Advisors, Inc. Brian is a Certified Financial Planner and is licensed to provide financial advice in 10 states. Brian offers a range of financial services including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
