Brian MusbachCRD Number: 6261853
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Brian Musbach (CRD# 6261853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Dora, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Bank Of America, N.a.||Mount Dora, FL||Jun 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Mount Dora, FL||Aug 2013 - Current||4|
|Devry University||Orlando, FL||Apr 2012 - Aug 2013||1|
|Devry University||Orlando, FL||Oct 2009 - Aug 2013||3|
|Pantry Inc.||Orlando, FL||Dec 2011 - Apr 2012||< 1|
|Bags And Cars Inc.||Orlando, FL||Apr 2006 - Oct 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV