Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
47 advisors
Number of Clients
842 clients
Average Client Portfolio
$198K average
Assets Under Management
$166.5M

Fee Structure

Brian Tussing may earn insurance commissions for the sale of insurance products, which may create a conflict of interest. All advisory compensation is paid by clients directly.

Areas of Practice
Insurance PlanningReal Estate Investing
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Advisor Information

Office location

1801 Rockville Pike, Suite 120, Rockville, MD, 20852

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wesbanco Securities, INC. Broker
May 2025 - Present · 8 mos
Wesbanco Securities, INC.
May 2025 - Present · 8 mos
Previous Registrations
Northwest Financial Advisors LLC
February 2025 - February 2025 · 0 mos
LPL Financial LLC Broker
February 2025 - March 2025 · 1 mo
Edward Jones Broker
July 2024 - November 2024 · 4 mos
Edward Jones
July 2024 - November 2024 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2023 - February 2024 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 2023 - February 2024 · 1 yr 1 mo
Wells Fargo Clearing Services, LLC
March 2019 - January 2022 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLC Broker
February 2019 - January 2022 · 2 yrs 11 mos
State Registrations1 state
MD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.