Brian McTear (CRD# 7179898) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in El Segundo, CA and has over 3 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Seal Beach, CA | Jun 2022 - Current | 2 |
| Park Avenue Securities | Los Angeles, CA | Feb 2021 - Jun 2022 | 1 |
| The Guardian Life Insurance Of Company Of America | Los Angeles, CA | Jul 2019 - Jun 2022 | 2 |
| Atheletes Equals Business | Los Angeles, CA | Dec 2018 - Jun 2019 | < 1 |
| Paychex Inc. | Los Angeles, CA | Apr 2016 - Sep 2018 | 2 |
| Mass Mutual Life Insurance | Pasadena, CA | Sep 2016 - Aug 2018 | 1 |
| Stapels Inc. | La Mirada, CA | Jan 2013 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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