Brian Rose (CRD# 1922423) is an Investment Advisor Representative working at Primerica Advisors in Portage, MI and has over 35 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reinforcement Inc. | Livonia, MI | Sep 2017 - Current | 6 |
| University Of Michigan | Ann Arbor, MI | Sep 2010 - Current | 13 |
| Primerica Financial Services | Portage, MI | Jan 1989 - Current | 35 |
| Pfs Investments Inc. | Portage, MI | Jan 1989 - Current | 35 |
| Ferguson Plumbing | Ann Arbor, MI | Sep 2020 - Apr 2022 | 1 |
| First United Methodist Church | Northville, MI | Jul 2014 - Sep 2017 | 3 |
| Grace Bible Church | Ann Arbor, MI | Jul 2001 - Jul 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1989 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
- MI
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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