Brian Way (CRD# 5861536) is an Investment Advisor Representative working at Usi Securities, Inc. in Concord, CA and has over 12 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usi Consulting Group | Glastonbury, CT | Dec 2022 - Current | 1 |
| Usi Securities | Glastonbury, CT | Dec 2022 - Current | 1 |
| Mutual Of America Life Insurance Company | Walnut Creek, CA | Sep 2015 - Current | 8 |
| Mutual Of America Securities LLC | Walnut Creek, CA | Sep 2015 - Current | 8 |
| Northwestern Mutual Investment Services, LLC | San Francisco, CA | Sep 2011 - Current | 12 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Nov 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, NC, NE, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV
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