Brian Carney (CRD# 4261165) is an Investment Advisor Representative working at Tcg Advisors, Llc A Hub International Company in Tulsa, OK and has over 24 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tcg Advisors, Llc A Hub International Company | Tulsa, OK | Nov 2022 - Current | 1 |
| Bridgecreek Investment Management, LLC | Tulsa, OK | May 2004 - Dec 2023 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
- AR
- KS
- MO
- OK
- TX
-
Total Assets Under Management7,321MILLIONS
-
Total Number of Accounts2,202ACCOUNTS
-
Average Account Value$3,324,502
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, VA, VT, WA
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