Brian Tewksbury, financial advisor Birmingham AL

Brian Tewksbury

CRD Number: 5773020
Current Firm: Stonex Advisors Inc.

Brian Tewksbury (CRD# 5773020) is an Investment Advisor Representative working at Stonex Advisors Inc. in Birmingham, AL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Stonex Securities Inc. Citrus Heights, CA Dec 2019 - Current 4
Stonex Advisors Inc. Citrus Heights, CA Dec 2019 - Current 4
Brian J Tewksbury Insurance Murphys, CA May 2014 - Current 9
Quest Capital Strategies, Inc. Lake Forest, CA Jun 2013 - Dec 2019 6
Central Sierra Economic Development District San Andreas, CA Jul 2016 - Dec 2018 2
Murphys Business Association Murphys, CA Jun 2017 - Jun 2018 1
Calaveras County Commission On Aging San Andreas, CA Jul 2016 - Dec 2017 1
Calaveras County Economic Development Company Angels Camp, CA Jan 2016 - Dec 2017 1
Insphere Insurance Solutions Rancho Cordova, CA Jul 2011 - May 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Brian J. Tewksbury
Phone Number: 800-292-2411
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,316
    MILLIONS
  • Total Number of Accounts
    14,019
    ACCOUNTS
  • Average Account Value
    $236,519
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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