Brian Grudman (CRD# 7507335) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.
CRD# 7339646
Origin Financial
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 2581945
Deutsche Bank Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors, Inc. | Jacksonville, FL | Feb 2022 - Current | 1 |
| Education | Kings Park, NY | Feb 2012 - Feb 2022 | 10 |
| Getzel Schiff & Pesce | Woodbury, NY | Jul 2020 - Aug 2020 | < 1 |
| Synchronoss | Bridgewater, NJ | May 2019 - Aug 2019 | < 1 |
| American Custom Contractors | Rockville, MD | May 2018 - Aug 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- CA
- FL
- NY
-
Total Assets Under Management23,162MILLIONS
-
Total Number of Accounts359,447ACCOUNTS
-
Average Account Value$64,438
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.