Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
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Advisor Information
Office location
602 North Front Street, Wormleysburg, PA, 17043
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is affiliated with Stonebridge Financial Group as an RIA, dedicating about a quarter of his time. He also has a stake in SBFG Partners LLC, which owns a stake in MPC Insurance Group LLC, an insurance agency offering health and financial security solutions, but Brian performs no official duties there.