Brian Moland (CRD# 1278987) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gold River, CA and has over 26 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adams Construction/custom Designs | Sacramento, CA | Jan 2023 - Current | 1 |
| Wfg Direct | Stockton, CA | Aug 2021 - Current | 2 |
| Legalshield | Elk Grove, CA | May 2020 - Current | 4 |
| Netlaw | Stockton, CA | Apr 2020 - Current | 4 |
| Transamerica Financial Advisors, Inc. | Gold River, CA | Sep 2019 - Current | 4 |
| World Financial Group, Inc. | Gold River, CA | Aug 2019 - Current | 4 |
| Key Lime Pies By Brian, Marine Corps Veteran | Elk Grove, CA | Aug 2019 - Current | 4 |
| Jon Barnato Keller Williams Realty-kw Sac Metro | Sacramento, CA | May 2018 - Current | 6 |
| College Quest | Elk Grove, CA | Aug 2017 - Current | 6 |
| Notary Public | Elk Grove, CA | Apr 2017 - Current | 7 |
| Signator Investors, Inc. | Elk Grove, CA | May 2016 - Sep 2017 | 1 |
| Atm Mortgage | Sacramento, CA | Jan 1995 - Sep 2017 | 22 |
| Moland Financial Services | Elk Grove, CA | Apr 1988 - Sep 2017 | 29 |
| Transamerica Financial Advisors, Inc. | Gold River, CA | Dec 1999 - May 2016 | 16 |
| Orba | Gold River, CA | Jun 1995 - Feb 2015 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- CA
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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