Brian McGregorCRD Number: 4694197
Current Firm: Sargent Investment Group
Brian McGregor (CRD# 4694197) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 19 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Sargent Investment Group||Bethesda, MD||Aug 2018 - Current||5|
|Wells Fargo Clearing Services, LLC||Washington, DC||Nov 2016 - Aug 2018||1|
|Wells Fargo Advisors, LLC||Washington, DC||Sep 2014 - Nov 2016||2|
|Deutsche Bank Securities Inc.||Washington, DC||Apr 2013 - Sep 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2003|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management1,013MILLIONS
Total Number of Accounts1,139ACCOUNTS
Average Account Value$889,080
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NM, NY, PA, TX, VA, WA
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