Brian Vanhouwe (CRD# 1209566) is an Investment Advisor Representative working at Pinnacle Investments, LLC in North Smithfield, RI and has over 40 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Investments, LLC | Mansfield, MA | Jun 2019 - Current | 4 |
| Essex Securities LLC | North Smithfield, RI | Jan 2010 - Jun 2019 | 9 |
| Global Investment Advisors, LLC | Danvers, MA | Jan 2010 - Jun 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
- RI
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Total Assets Under Management965MILLIONS
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Total Number of Accounts2,797ACCOUNTS
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Average Account Value$344,973
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
RI
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