Brian Wasson (CRD# 4329934) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Keller, TX and has over 20 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Keller, TX | Aug 2022 - Current | 1 |
| Pnc Investments | Fort Worth, TX | Aug 2021 - Aug 2022 | 1 |
| Bbva Wealth Solutions Inc. | Azle, TX | Mar 2017 - Aug 2021 | 4 |
| Bbva Securities Inc. | Azle, TX | May 2013 - Aug 2021 | 8 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Jun 2010 - Aug 2021 | 11 |
| Compass Bank | Birmingham, AL | May 2010 - Aug 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
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- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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