Brian Cole (CRD# 4642954) is an Investment Advisor Representative working at Primerica Advisors in Overland Park, KS and has over 21 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hostess Brands | Kansas City, MO | Nov 2015 - Current | 8 |
| Pfs Investments Inc. | Overland Park, KS | Feb 2011 - Current | 13 |
| Primerica Financial Services | Overland Park, KS | Apr 2002 - Current | 22 |
| Talyor Cable Products | Grandview, MO | Jan 2015 - Nov 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
| S63 | Uniform Securities State Law Examination | May 2003 |
- KS
-
Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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