Brian Hertzberg (CRD# 6693220) is an Investment Advisor Representative working at Commonwealth Financial Network in Wrentham, MA and has over 6 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 4318531
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ames Financial Services | Wrentham, MA | Jul 2022 - Current | 1 |
| Commonwealth Financial Network | Waltham, MA | Jul 2022 - Current | 1 |
| Ames Financial Services | Wrentham, MA | May 2020 - Jul 2022 | 2 |
| Commonwealth Financial Network | Waltham, MA | May 2020 - Jul 2022 | 2 |
| Pruco Securities, LLC | Tampa, FL | Mar 2018 - May 2020 | 2 |
| The Prudential Insurance Company Of America | Tampa, FL | Mar 2018 - May 2020 | 2 |
| Unemployed | Tampa, FL | Jan 2018 - Mar 2018 | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2017 - Jan 2018 | < 1 |
| Mickool, Inc. | Tampa, FL | May 2017 - Jan 2018 | < 1 |
| Murphy Business And Valuations | Clearwater, FL | Feb 2017 - May 2017 | < 1 |
| Ames Financial Services | Wrentham, MA | Jan 2010 - Mar 2017 | 7 |
| Ist Management | Tampa, FL | Oct 2015 - Feb 2016 | < 1 |
| Firehouse Asphalt Repair | Franklin, MA | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- MA
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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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