Brian Petros (CRD# 2526543) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Twinsburg, OH and has over 29 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 6446314
Carnegie Investment Counsel
CRD# 2569915
Independence Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Twinsburg, OH | Sep 2023 - Current | < 1 |
| American General Securities Incorporated | Twinsburg, OH | Feb 2003 - Current | 21 |
| Sagepoint Financial, Inc. | Phoenix, AZ | Jan 2009 - Sep 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
- GA
- IN
- NC
- OH
- TX
- VA
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Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
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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