Years of Experience
5-20+ Years
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
Baltimore, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
Brian MacDonald is an advisor at Morgan Stanley & Co. LLC. Brian has been in the industry for 101 days and has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Brian is registered with FINRA and is a member of Morgan Stanley.
SPECIALIZATIONS
No specializations listed.
HUNT VALLEY, MD
28 Years Experience
2 Disclosures
ADVISOR BIO
Brian Horn is a financial advisor with Osaic Wealth, Inc. Brian has been a financial advisor since 1996, holding both state and series licenses. Brian has extensive experience working with individuals, corporations, and charitable organizations. Osaic Wealth, Inc. offers financial planning, educational seminars, portfolio management, and pension consulting to their clients.
SPECIALIZATIONS
HUNT VALLEY, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Brian Sweeney Smith is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been working in the financial industry for over 6 years and has a Series 7, Series 66, and SIE licenses. Brian is registered with the Securities and Exchange Commission (SEC) and with state securities regulators in Delaware, District of Columbia, Florida, Maryland, Nebraska, New Jersey, New York, Pennsylvania, Texas, Virginia, and West Virginia. Brian works with a variety of clients, including individuals, businesses, trusts, and institutions. Brian's areas of specialization include investment management, financial planning, and retirement planning.
SPECIALIZATIONS
BETHESDA, MD
17 Years Experience
0 Disclosures
ADVISOR BIO
Brian Jarosinski is a financial advisor with over 16 years of experience in the financial services industry. Brian is a Certified Financial Planner® and Chartered Financial Consultant who currently works with Kestra Advisory Services, LLC. Brian has been with Kestra Advisory Services, LLC since 2016 and has a wide range of experience with serving clients including individuals, high-net-worth individuals, corporations, and pension plans. Brian has been registered in multiple states, including Maryland, Texas, and California. Brian is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Previous to working with Kestra Advisory Services, LLC, Brian was also an advisor with Lincoln Financial Advisors Corporation, Morgan Stanley Smith Barney, and MetLife Securities, Inc.
SPECIALIZATIONS
BALTIMORE, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Brian Judy is a registered representative with Franklin Distributors, LLC. Brian's registrations include Series 7 and SIE. Brian Judy has been in the securities industry since August 3, 2015. Brian is currently located in Baltimore, MD and is registered with FINRA.
SPECIALIZATIONS
No specializations listed.
Baltimore, MD
11 Years Experience
0 Disclosures
ADVISOR BIO
Brian Williams is a financial advisor at Morgan Stanley. Brian has been in the industry since 2013 and has experience with Securities Industry Essentials Examination and Operations Professional Examination. Brian is registered with FINRA and has been with Morgan Stanley since 2014. Brian’s office is located in Baltimore, MD.
SPECIALIZATIONS
Annapolis, MD
10 Years Experience
0 Disclosures
ADVISOR BIO
Brian Lee Slagle is a financial advisor with Lombard Advisers Inc., a registered investment advisor. Brian has been in the industry since 2014 and holds several licenses including Series 7 and 63. Brian has worked at other firms such as Northwestern Mutual Investment Services, LLC and Sunpoint Securities, Inc. Brian specializes in providing investment advice to individuals, high-net-worth individuals, charitable organizations, pension plans, and corporations.
SPECIALIZATIONS
LINTHICUM HEIGHTS, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
Brian Ellis is a financial advisor registered with Valic Financial Advisors, Inc. Brian is licensed to offer advisory services in Maryland. Brian has been in the financial industry for over 3 years and is committed to helping clients achieve their financial goals. Brian specializes in providing financial planning, portfolio management, and selection of other advisors services.
SPECIALIZATIONS
BALTIMORE, MD
24 Years Experience
0 Disclosures
ADVISOR BIO
Brian Thomas Lutz is a financial advisor with Cetera Investment Advisers LLC in BALTIMORE, MD. Brian has been working in the financial services industry since 2000 and is registered with the state of MARYLAND and TEXAS. Brian has a long history of experience in the industry having worked with firms such as WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., SUNTRUST INVESTMENT SERVICES, INC., DEUTSCHE BANC ALEX. BROWN INC., and DB ALEX. BROWN LLC. Brian holds the Series 63, Series 66, Series 7, Series 26, and SIE licenses. Brian is also a Registered Representative of Cetera Investment Services LLC.
SPECIALIZATIONS
