Brian McLeod (CRD# 7802346) is an Investment Advisor Representative working at Bwb Advisory Group in Enterprise, AL and has 1 year of experience in the finance industry.
CRD# 6761993
First Command Advisory Services
CRD# 6598666
Attainable Wealth LLC
CRD# 5697076
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bwb Advisory Group, LLC | Enterprise, AL | Aug 2023 - Current | < 1 |
| Brunson, Wilkerson, Bowden & Associates | Enterprise, AL | Mar 2023 - Current | 1 |
| National Security Insurance Company | Elba, AL | May 1992 - Feb 2023 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- AL
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$2,906,825
- A percentage of assets under your management
- Hourly charges
- 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
AL
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