Brian Arvin, financial advisor San Jose CA
93 score

Brian Arvin

CRD Number: 1850330
Current Firm: Transamerica Financial Advisors, Inc.

Brian Arvin (CRD# 1850330) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Pfc Safeguards, LLC Las Vegas, NV Feb 2016 - Current < 1
Security Industry Specialists San Jose, CA Jan 2016 - Current < 1
Transamerica Financial Advisors, Inc. San Jose, CA Jan 2012 - Current 4
World Financial Group San Jose, CA Dec 2007 - Current 9
Arvin Consulting Danville, CA Apr 1998 - Current 18
Alliance Group International, Inc. San Ramon, CA May 2012 - Nov 2014 2
Sofoul Financial Inc. Conroe, TX Sep 2009 - Jul 2014 4
Investment Advisors International, Inc. San Jose, CA Jul 2008 - Jan 2012 3
World Group Securities, Inc. San Jose, CA Jan 2008 - Jan 2012 4
New Vision Funding Danville, CA Oct 2006 - Dec 2010 4
Diablo Funding San Ramon, CA Oct 2005 - Oct 2006 1
Unemployed Danville, CA Jun 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Brian J. Arvin
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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