Brian Crosby (CRD# 1174974) is an Investment Advisor Representative working at Arbor Point Advisors in Milan, OH and has over 23 years of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 2470574
Raymond James Financial Services Advisors, Inc.
CRD# 5590292
Pnc Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Milan, OH | Nov 2020 - Current | 3 |
| Arbor Point Advisors | Milan, OH | Nov 2020 - Current | 3 |
| Capital & Business Planning, Inc. | Westlake, OH | Apr 1986 - Current | 38 |
| Kms Financial Services, Inc. | Seattle, WA | Sep 2011 - Nov 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
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- OH
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- A percentage of assets under your management
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