Brian Tolin, financial advisor Naples FL

Brian Tolin

CRD Number: 5952225
Current Firm: Bray Capital Advisors, LLC

Brian Tolin (CRD# 5952225) is an Investment Advisor Representative working at Bray Capital Advisors, LLC in Naples, FL and has over 12 years of experience in the finance industry.

Similar Advisors
Soren Christensen, CFP®, CIMA®, ChFC®, financial advisor Naples FL
Soren Christensen, CFP®, CIMA®, ChFC®
CRD# 5167067
Advanced Investment Management LLC
Similar Advisors
Albert Abdo, financial advisor Naples FL
Albert Abdo
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Thomas Abood, financial advisor Naples FL
Thomas G. Abood
CRD# 2305670
Truist Advisory Services, Inc.
Company Name Location Dates Years
Ariel Capital Advisors, LLC Naples, FL Jun 2016 - Current 7
Raymond James Trust Company St Petersburg, FL Jun 2012 - Current 11
Raymond James And Associates St Petersburg, FL Jun 2012 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Sep 2011
Contact Info for Brian J. Tolin
Phone Number: 239-451-6008
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    404
    MILLIONS
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $1,540,277
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, OH

Ready to hire a financial advisor? Get competitive proposals from Brian Tolin and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.