Brian Wiggins, financial advisor Cartersville GA
90 score

Brian Wiggins

CRD Number: 5917287
Current Firm: Silver Oak Securities, Inc.

Brian Wiggins (CRD# 5917287) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Cartersville, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Silver Oak Securities Inc. Jackson, TN Nov 2014 - Current 2
Kovack Securities Inc. Cartersville, GA Oct 2014 - Current 2
Resource Horizons Group LLC Marietta, GA Aug 2011 - Current 5
Resource Horizons Investment Advisory Inc. Marietta, GA Aug 2011 - Current 5
Oneamerica Securities Cartersville, GA May 2011 - Jul 2011 < 1
American United Life Cartersville, GA Apr 2011 - Jul 2011 < 1
Enterprise Rent-a-car Atlanta, GA Aug 2003 - Feb 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Brian C. Wiggins
Phone Number: 731-668-3825
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    215
    MILLIONS
  • Total Number of Accounts
    1,901
    ACCOUNTS
  • Average Account Value
    $112,986
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MI, MO, NC, NH, NM, OH, PA, SC, TN, TX, VA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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