Brian Chamberlain, financial advisor Colleyville TX
93 score

Brian Chamberlain

CRD Number: 4633304
Current Firm: Ic Advisory Services, Inc.

Brian Chamberlain (CRD# 4633304) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Colleyville, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Ic Advisory Services Inc. Colleyville, TX Sep 2011 - Current 5
The Investment Center Inc. Colleyville, TX Sep 2001 - Current 15
Wells Fargo Advisors LLC Arlington, TX May 2009 - Sep 2011 2
Wachovia Securities, LLC Bedford, TX Jan 2008 - May 2009 1
Wachovia Securities, LLC Bedford, TX Jan 2008 - May 2009 1
A.g. Edwards Dallas, TX Feb 2003 - Jan 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Brian A. Chamberlain
Phone Number: 908-707-4422
Registered State(s):
  • IL
  • MA
  • NC
  • OK
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    812
    MILLIONS
  • Total Number of Accounts
    3,745
    ACCOUNTS
  • Average Account Value
    $216,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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