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Financial Advisors in Maryland
10,173 Results
Unclaimed

Brian L. Yurek | CFP ® (Certifications)

location

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

Selection of Other Advisors
SOLICITATION OF CLIENTS ON BEHALF OF OTHER 3RD PARTY ADVISORS
Unclaimed

MML Investors Services, LLC

location

COCKEYSVILLE, MD

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

46 Years Experience

disclosure

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

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Glassy Mountain Advisors, Inc. | CFA ® (Certifications)

location

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

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

McKinley Carter Wealth Services, Inc. | CFP ® (Certifications)

location

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

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING
Unclaimed

Turning Point Financial | CFC ® (Certifications)

location

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

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Principal Securities, Inc. | CFP ® (Certifications)

location

BETHESDA, MD

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Creativeone Securities, LLC | CFP ® (Certifications)

location

Owings Mills, MD

experience

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

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

HUNT VALLEY, MD

experience

37 Years Experience

disclosure

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

GLEN BURNIE, MD

experience

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

Portfolio Management for Individuals

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