Brian McLarney (CRD# 6545415) is an Investment Advisor Representative working at Merrimack Valley Financial Advisors, Inc. in Chelmsford, MA and has over 9 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Saint Louis, MO | Jun 2018 - Current | 5 |
| Fidelity Brokerage Services LLC | Merrimack, NH | Aug 2015 - Mar 2018 | 2 |
| Merrimack Valley Financial Services | Chelmsford, MA | Jan 2014 - Aug 2015 | 1 |
| Merrimack College | North Andover, MA | Sep 2006 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- MA
- NH
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts270ACCOUNTS
-
Average Account Value$172,188
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
MA, NH
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