Brian Green (CRD# 3122880) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Coudersport, PA and has over 25 years of experience in the finance industry.
CRD# 5154457
Lpl Financial LLC
CRD# 5596824
Lincoln Financial Securities Corporation
CRD# 2506598
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookstone Wealth Advisors | Wheaton, IL | Feb 2023 - Current | 1 |
| Big 30 Athletic Corporation | Coudersport, PA | Aug 2019 - Current | 4 |
| 3 Point Financial Solutions, Sole Proprietor | Coudersport, PA | Apr 2018 - Current | 6 |
| Bison Advisors, LLC | Hartwell, GA | Mar 2022 - Feb 2023 | < 1 |
| Changepath, LLC | Leawood, KS | Apr 2021 - Mar 2022 | < 1 |
| John P. Dubots Capital Management, LLC | Temecula, CA | Mar 2020 - Apr 2021 | 1 |
| Coudersport Area School District | Coudersport, PA | Jun 2005 - May 2019 | 13 |
| New York Life | Williamsville, NY | Jul 2015 - Apr 2018 | 2 |
| Northern Forests, LLC | Cuba, NY | Aug 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- PA
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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