Brian SearsCRD Number: 2647229
Current Firm: Service Academy Capital Management LLC
Brian Sears (CRD# 2647229) is an Investment Advisor Representative working at Service Academy Capital Management LLC in Dallas, TX and has over 26 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Service Academy Capital Management||Dallas, TX||Jun 2015 - Current||7|
|Kelson Capital LLC||New York, NY||Jul 2018 - Jan 2020||1|
|Purshe Kaplan Sterling Investments||Albany, NY||Jun 2015 - Jul 2016||1|
|Unemployed||Marina Del Rey, CA||Nov 2014 - May 2015||< 1|
|Barclays Capital Inc.||Los Angeles, CA||Sep 2010 - Nov 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1995|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
Total Assets Under Management281MILLIONS
Total Number of Accounts122ACCOUNTS
Average Account Value$2,299,420
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, FL, IL, NM, NY, TX
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