Brian Batter, financial advisor Port Jefferson Station NY

Brian Batter

CRD Number: 4348891
Current Firm: Transamerica Financial Advisors, Inc.

Brian Batter (CRD# 4348891) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Port Jefferson Station, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Fpf North America Corp Port Jefferson, NY Feb 2019 - Current 5
Valle Incorporated Weston, FL Jan 2014 - Current 10
Transamerica Financial Advisors, Inc. Hauppauge, NY Jan 2012 - Current 12
Freelance Bio Writer Encino, CA Nov 2009 - Current 14
Health Insurance Burbank, CA Mar 2007 - Current 17
World Financial Group Hauppauge, NY Oct 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Brian W. Batter
Phone Number: 727-299-1800
Registered State(s):
  • CA
  • NJ
  • NY
  • NC
By the Numbers
  • Total Assets Under Management
    1,619
    MILLIONS
  • Total Number of Accounts
    45,001
    ACCOUNTS
  • Average Account Value
    $35,987
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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