Brian Neff, financial advisor Little Elm TX

Brian Neff

CRD Number: 4022386
Current Firm: Fiduciary Wealth Management, LLC

Brian Neff (CRD# 4022386) is an Investment Advisor Representative working at Fiduciary Wealth Management, LLC in Little Elm, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Fiduciary Wealth Management, LLC Little Elm, TX Jun 2017 - Current 6
Little Elm, Tx 75068 Little Elm, TX Jan 2006 - Mar 2019 13
America's Retirement Income, LLC Plano, TX Nov 2012 - Aug 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Aug 2012
Disclosure Information

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
Contact Info for Brian K. Neff
Phone Number: 972-292-9292
Registered State(s):
  • OH
  • TX
Current Firm Details
Fiduciary Wealth Management, LLC
Firm's CRD Number: 166501
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $70,057
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH, TX

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