Brian Forneris, financial advisor Independence OH
93 score

Brian Forneris

CRD Number: 4556917
Current Firm: Stancorp Investment Advisers, Inc.

Brian Forneris (CRD# 4556917) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Independence, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Stancorp Investment Advisers, Inc. Independence, OH Aug 2013 - Current 4
Stancorp Equities, Inc. Independence, OH Jun 2013 - Current 4
Princor Financial Services Corporation Cleveland, OH Jan 2006 - Jun 2013 7
Principal Life Insurance Company Cleveland, OH Dec 2005 - Jun 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for Brian J. Forneris
Phone Number: 971-321-8844
Firm Website: http://www.standard.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    17,250
    MILLIONS
  • Total Number of Accounts
    44,594
    ACCOUNTS
  • Average Account Value
    $386,833
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, 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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