Brian Neustrom (CRD# 5530526) is an Investment Advisor Representative working at Modern Capital Advisors, LLC in Mount Pleasant, SC and has over 11 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Liberty Partners Financial Services | Mount Pleasant, SC | Sep 2021 - Current | < 1 |
| Modern Capital Securities | Raleigh, NC | Sep 2021 - Current | < 1 |
| Parsonex Enterprises, Inc. | Englewood, CO | Jan 2021 - Current | 1 |
| Cetera Investment Services LLC | Saint Cloud, MN | May 2017 - Jan 2021 | 3 |
| Cetera Financial Specialists LLC | Schaumburg, IL | May 2017 - Jan 2021 | 3 |
| Cetera Investment Advisers LLC | Denver, CO | May 2017 - Jan 2021 | 3 |
| Cetera Advisor Networks LLC | El Segundo, CA | Apr 2016 - Jan 2021 | 4 |
| Cetera Advisors LLC | Denver, CO | Jun 2013 - Jan 2021 | 7 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Aug 2015 - Dec 2016 | 1 |
| Mass Mutual Life Insurance Company | Metairie, LA | Jan 2012 - Jun 2013 | 1 |
| Mml Investor Services | Metairie, LA | Jan 2012 - Jun 2013 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- CO
-
Total Assets Under Management142MILLIONS
-
Total Number of Accounts1,129ACCOUNTS
-
Average Account Value$126,074
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.