Brian ReaserCRD Number: 3142410
Current Firm: Bb&t Investment Services, Inc.
Brian Reaser (CRD# 3142410) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Wyomissing, PA and has over 18 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Bb&t Investment Services, Inc.||Wyomissing, PA||Jul 2016 - Current||< 1|
|Cetera Investment Advisers LLC||Allentown, PA||Jan 2014 - Jul 2016||2|
|National Penn Bank||Allentown, PA||Nov 2011 - Jul 2016||4|
|Cetera Investment Services LLC||St. Cloud, MN||Jul 2008 - Jul 2016||8|
|National Penn Bank||Allentown, PA||Jul 2008 - Nov 2011||3|
|M&t Bank||Birdsboro, PA||May 2008 - Jul 2008||< 1|
|M&t Securities||Birdsboro, PA||May 2008 - Jul 2008||< 1|
|Sovereign Bank||Pottstown, PA||Mar 2008 - May 2008||< 1|
|Ifmg Securities, Inc.||Pottstown, PA||Mar 2008 - May 2008||< 1|
|Kades-margolis||Wayne, PA||Jan 2008 - Feb 2008||< 1|
|Gwn Securities Inc.||Palm Beach Gardens, FL||Jan 2008 - Feb 2008||< 1|
|Wachovia Securities, LLC||Jenkintown, PA||Jun 2007 - Dec 2007||< 1|
|Fulton Financial Advisors||Reading, PA||Mar 2005 - Jun 2007||2|
|Primevest Financial Services, Inc.||St. Cloud, MN||Mar 2005 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
Total Assets Under Management743MILLIONS
Total Number of Accounts3,725ACCOUNTS
Average Account Value$199,416
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV