Brian Regier, financial advisor Fresno CA
93 score

Brian Regier

CRD Number: 3045324
Current Firm: Commonwealth Financial Network

Brian Regier (CRD# 3045324) is an Investment Advisor Representative working at Commonwealth Financial Network in Fresno, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network San Diego, CA Dec 2015 - Current 1
Brs Financial Group, LLC Fresno, CA Dec 2015 - Current 1
Regier Insurance And Financial Services Fresno, CA Jan 2010 - Current 6
Princor Financial Services Corporation Fresno, CA Feb 2010 - Dec 2015 5
Citigroup Global Markets Inc. Clovis, CA May 2007 - Jan 2010 2
Citicorp Investment Services Fresno, CA Oct 2006 - Oct 2007 1
Wells Fargo Investments, LLC Reedley, CA Jan 2004 - Oct 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Brian S. Regier
Phone Number: 781-736-0700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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