Brian Brescia (CRD# 5284683) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has over 17 years of experience in the finance industry. Brian Brescia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Trust Asset Management, LLC | West Palm Beach, FL | Jan 2007 - Current | 17 |
| Nowlen, Holt, & Miner, P.a. | West Palm Beach, FL | Dec 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2007 |
- FL
-
Total Assets Under Management403MILLIONS
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Total Number of Accounts710ACCOUNTS
-
Average Account Value$567,608
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, GA, MT, NC, NJ, NY, TX
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