Brian Dougherty (CRD# 2299402) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 31 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plc Investment Solutions, LLC | Philadelphia, PA | Feb 2024 - Current | < 1 |
| Labor & Energy Alliance, Inc. | Philadelphia, PA | Feb 2024 - Current | < 1 |
| Coppell Advisory Solutions LLC | Dallas, TX | Jan 2020 - Current | 4 |
| Thrive Financial Services, LLC | Fort Washington, PA | May 2015 - Current | 8 |
| Phillylabor, Llc Dba Plc Financial Solutions, LLC | Philadelphia, PA | Feb 2014 - Current | 10 |
| Phillylabor.com, LLC | Philadelphia, PA | Sep 2013 - Current | 10 |
| Advocacy United | Philadelphia, PA | Feb 2013 - Current | 11 |
| Phillylabor.com,llc | Philadelphia, PA | Nov 2012 - Current | 11 |
| D And D Media Group,inc | Philadelphia, PA | Mar 2011 - Current | 13 |
| Dougherty Enterprizes,inc | Philadelphia, PA | Mar 2011 - Current | 13 |
| Elite Investment Team LLC | San Diego, CA | Nov 2019 - Dec 2020 | 1 |
| Thrive Capital Management, LLC | Fort Washington, PA | Jun 2017 - Dec 2019 | 2 |
| Thrive Financial Services, LLC | Fort Washington, PA | May 2015 - Nov 2019 | 4 |
| Falls Beneficial Association | Philadelphia, PA | May 2001 - Jul 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management850MILLIONS
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Total Number of Accounts7,997ACCOUNTS
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Average Account Value$106,235
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