Brian Schreiner (CRD# 4551957) is an Investment Advisor Representative working at Cmg Capital Management Group, Inc. in Malvern, PA and has over 23 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Metric Financial LLC | Atlanta, GA | Mar 2024 - Current | < 1 |
| Cmg Capital Management Group Inc. | King Of Prussia, PA | Aug 2015 - Current | 8 |
| Integral Wealth Securities LLC | Miami, FL | Oct 2021 - Feb 2024 | 2 |
| Schreiner Capital Management, Inc. | Exton, PA | Sep 1999 - Aug 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
| S63 | Uniform Securities State Law Examination | Mar 2022 |
- PA
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Total Assets Under Management205MILLIONS
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Total Number of Accounts1,410ACCOUNTS
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Average Account Value$145,576
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
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