Brian Bean (CRD# 1490153) is an Investment Advisor Representative working at Commonwealth Financial Network in Virginia Beach, VA and has over 26 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Aug 2017 - Current | 6 |
| Wfg Investments, Inc. | Norfolk, VA | Apr 2016 - Aug 2017 | 1 |
| Wfg Advisors, LP | Norfolk, VA | Apr 2016 - Aug 2017 | 1 |
| Gwn Securities Inc. | Palm Beach Gardens, FL | Jan 2010 - Apr 2016 | 6 |
| Latitude Advisors, LLC | Vero Beach, FL | Jan 2010 - Apr 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
- VA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, WY
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