Brian ArvinCRD 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 9 years of experience in the finance industry.
Altos Investments, Inc.
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|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||5|
|World Financial Group||San Jose, CA||Dec 2007 - Current||9|
|Arvin Consulting||Danville, CA||Apr 1998 - Current||19|
|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|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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