Invested Better
Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

GWN Securities Inc. | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Brian Lacrosse is a financial advisor with over 17 years of experience in the industry. Brian Lacrosse is currently registered with GWN Securities Inc. Brian Lacrosse also has experience with AXA Advisors, LLC. Brian Lacrosse holds a Series 66, Series 24, SIE and Series 7 licenses. Brian Lacrosse is also a Certified Financial Planner. Brian Lacrosse is currently registered in Arizona, California, Florida, Georgia, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas and Washington. Brian Lacrosse specializes in Financial Planning, Market Timing Services, Selection of Other Advisers, and Portfolio Management For Individuals.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Rockville, MD

experience

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

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

Salt Lake City, UT

0 Disclosures

ADVISOR BIO

Brian Moore is an investment advisor representative at Corient. Brian has been in the financial services industry since 1996. He holds Series 63, 65, and 7 licenses. Brian's previous experience includes roles at LPL Financial LLC and Zions Direct, Inc.. Brian provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Wixom, MI

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Brian Guillery is a financial advisor who has been in the industry since 1997. Brian is currently registered with Cambridge Investment Research Advisors, Inc. in Michigan. Brian has previously worked at FSC Securities Corporation and LPL Financial LLC. Brian is a Series 7, Series 24, Series 63, and Series 65 licensed advisor. Brian's specializations include Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Individuals and Businesses.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Kalamazoo, MI

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brian Culver is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc.. Brian has been in the financial services industry since January 4, 2015 and is licensed in Michigan and Texas. Brian has passed exams like the Series 65, Series 63 and Series 7 to become a registered representative. Brian specializes in providing financial planning, portfolio management for individuals and businesses and pension consulting. Brian is also registered to provide educational seminars and selection of other advisors services.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Lawrence, KS

0 Disclosures

ADVISOR BIO

Brian Abbott is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Brian has been in the industry for over 20 years and has worked for several firms, including Raymond James Financial Services, Inc. and Cambridge Investment Research, Inc. Brian has a Series 7, Series 63, and Series 65 license, and has completed the SIE exam. Brian specializes in providing financial planning and investment management services to individuals and families. Brian is committed to providing his clients with personalized attention and a high level of service.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

BOCA RATON, FL

experience

21 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Brian Michael Therrell is a financial advisor with Cambridge Investment Research Advisors, Inc. Brian Michael Therrell has been in the industry since June 2004 and is registered with the state of Florida and Texas. Brian Michael Therrell has held previous positions with ING FINANCIAL PARTNERS, INC., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Brian Michael Therrell offers a range of services, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Ormond Beach, FL

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brian Colubiale has been in the financial services industry since June 1999. Brian is currently registered with Cambridge Investment Research Advisors, Inc. and holds Series 7 and 66 licenses. Brian has also worked at Cantella & Co., Inc. and UBS Financial Services Inc. Brian is also an independent insurance agent and the president of Colubiale Investments. Brian is licensed to provide financial services in several states including Florida, Georgia, New Jersey, Pennsylvania, Tennessee, Texas, and Alabama. Brian is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Corient | CFA ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Brian Shupe is a registered investment advisor representative with Corient. Brian is also a Chartered Financial Analyst. Brian has been in the industry since June 1992. Brian has passed the Uniform Investment Adviser Law Examination (Series 65).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Monticello, IA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Brian Gogel is a financial advisor who has been in the industry since 2001. Brian is registered with Cambridge Investment Research Advisors, Inc. and has a Series 66, Series 7, and SIE license. Brian also works as an independent insurance agent. Brian is active in the community and serves as a treasurer for the Monticello School Foundation and the Monticello Youth Baseball Softball Association.

SPECIALIZATIONS

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

Need help matching

with the right advisor?