Brian Clapp (CRD# 1305031) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lawton, MI and has over 39 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - Current | 4 |
| Summit Financial Group Inc. | Lawton, MI | Apr 2018 - May 2021 | 3 |
| Summit Brokerage Services Inc. | Lawton, MI | Apr 2018 - Sep 2019 | 1 |
| Bankers Life Securities, Inc. | Mishawaka, IN | May 2016 - Mar 2018 | 1 |
| Bankers Life And Casualty Company | Mishawaka, IN | Feb 2010 - Mar 2018 | 8 |
| Proequities, Inc. | Mishawaka, IN | Mar 2011 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- IN
- MI
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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