Brian Ferry (CRD# 6254901) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Cleveland, OH and has over 10 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Investment Management, Inc. | Cleveland, OH | Jul 2020 - Current | 3 |
Wasmer Schroeder | Cleveland, OH | Jun 2019 - Jun 2020 | 1 |
Wasmer Schroeder | Cleveland, OH | Mar 2018 - Jun 2019 | 1 |
Wasmer Schroeder | Cleveland, OH | Aug 2016 - Mar 2018 | 1 |
Wasmer Schroeder | Cleveland, OH | Jul 2014 - Aug 2016 | 2 |
Wasmer, Schroeder & Company, Inc. | Clevelan, OH | Aug 2009 - Jul 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- OH
-
Total Assets Under Management1,098,805MILLIONS
-
Total Number of Accounts304,509ACCOUNTS
-
Average Account Value$3,608,450
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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 derived from SEC.gov data covering 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.
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.