Brian Hosan (CRD# 7257735) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Schroon Lake, NY and has over 2 years of experience in the finance industry.
CRD# 1165133
Lpl Financial LLC
CRD# 4832770
Cetera Investment Advisers LLC
CRD# 2120678
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities, Inc. | Schroon Lake, NY | Sep 2021 - Current | 2 |
| Harbor Media Group | Schroon Lake, NY | Jun 2015 - Current | 8 |
| Securities Americ Advisors | Schroon Lake, NY | May 2021 - Sep 2021 | < 1 |
| Securities America, Inc. | Schroon Lake, NY | Sep 2020 - Sep 2021 | 1 |
| Word Of Life Fellowship, Inc. | Pottersville, NY | Sep 2004 - Jun 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- NY
- TX
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Total Assets Under Management1,463MILLIONS
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Total Number of Accounts10,311ACCOUNTS
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Average Account Value$141,919
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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