Brian Endicott, financial advisor Palo Alto CA
93 score

Brian Endicott

CRD Number: 6027812
Current Firm: Advice And Planning Services

Brian Endicott (CRD# 6027812) is an Investment Advisor Representative working at Advice And Planning Services in Palo Alto, CA and has over 5 years of experience in the finance industry.

Similar Advisors
Jennifer Davis, financial advisor Palo Alto CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
Similar Advisors
Shijun Liu, financial advisor Palo Alto CA
Shijun Liu
CRD# 5793035
Parker Investment Management, LLC
Score
107
Similar Advisors
Bill Martin, financial advisor Palo Alto CA
Bill Martin
CRD# 1568084
Three Bell Capital LLC
Score
107
Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Palo Alto, CA May 2017 - Current < 1
Tiaa Palo Alto, CA May 2017 - Current < 1
Strategic Advisers, Inc. Palo Alto, CA Aug 2013 - May 2017 3
Fidelity Investments Palo Alto, CA Feb 2012 - May 2017 5
Cephalon/teva Pharmaceuticals San Francisco, CA Sep 2010 - Dec 2011 1
Endo Pharmaceuticals San Francisco, CA Aug 2007 - Sep 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Brian E. Endicott
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Brian Endicott and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.