Brian GolarzCRD Number: 5503417
Current Firm: Charles Schwab & Company, Inc.
Brian Golarz (CRD# 5503417) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fort Lauderdale, FL and has over 10 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Charles Schwab Bank||Ft. Lauderdale, FL||Apr 2013 - Current||5|
|Charles Schwab & Company, Inc.||Ft. Lauderdale, FL||Jul 2010 - Current||7|
|B&b Solutions Inc.||Portage, IN||Mar 2009 - Sep 2010||1|
|Umemployed||Portage, IN||Jun 2010 - Jul 2010||< 1|
|Harbor Funds||Chicago, IL||Jan 2010 - Jun 2010||< 1|
|Portage Township Schools||Portage, IN||Dec 2008 - Mar 2009||< 1|
|Fic||Lombard, IL||Feb 2008 - Dec 2008||< 1|
|Old Town Liquors||Portage, IN||Oct 2007 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2008|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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