Brian BrennanCRD Number: 5964207
Current Firm: Msi Financial Services, Inc.
Brian Brennan (CRD# 5964207) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Irvine, CA and has over 5 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Metlife Securities Inc.||Irvine, CA||Mar 2012 - Current||5|
|Northwestern Mutual||Irvine, CA||Jul 2011 - Feb 2012||< 1|
|Brennan's Office Interiors||Exton, PA||Nov 2001 - Jul 2011||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, VT, WA, WI, WV