Brian Day (CRD# 5509602) is an Investment Advisor Representative working at Pelorus Financial, LLC in Trinity, FL and has over 15 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pelorus Financial, LLC | Trinity, FL | Oct 2018 - Current | 5 |
| Lpl Financial | Trinity, FL | Dec 2012 - Jan 2019 | 6 |
| Independent Financial Partners | Tampa, FL | Dec 2012 - Jan 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
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- FL
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Total Assets Under Management38MILLIONS
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Total Number of Accounts233ACCOUNTS
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Average Account Value$162,921
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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