Brian Pacen, financial advisor Owings Mills MD

Brian Pacen

CRD Number: 4219262
Current Firm: Client One Securities LLC

Brian Pacen (CRD# 4219262) is an Investment Advisor Representative working at Client One Securities LLC in Owings Mills, MD and has over 9 years of experience in the finance industry. Brian Pacen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Client One Securities, LLC Owings Mills, MD Oct 2016 - Current 3
The Sawyer Group Owings Mills, MD Jan 2016 - Current 4
Broker Dealer Financial Services Corp West Des Moines, IA Jan 2016 - Oct 2016 < 1
Sagepoint Financial Baltimore, MD Apr 2014 - Jan 2016 1
Charles Schwab & Company, Inc. Towson, MD Feb 2013 - Mar 2014 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Baltimore, MD Aug 2011 - Feb 2013 1
Wells Fargo Advisors LLC Timonium, MD Jul 2011 - Aug 2011 < 1
Psf International LLC York, PA Jan 2011 - May 2011 < 1
The Prudential Insurance Company Of America York, PA Apr 2010 - Jan 2011 < 1
Liberty Mutual Hunt Valley, MD Dec 2007 - Apr 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2010
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Brian W. Pacen
Phone Number: 913-814-6097
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    860
    MILLIONS
  • Total Number of Accounts
    9,166
    ACCOUNTS
  • Average Account Value
    $93,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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