![Brian Crist, financial advisor York PA](/img/ws/profile-blank-sq.png)
Brian Crist (CRD# 7400064) is an Investment Advisor Representative working at Primerica Advisors in York, PA and has over 2 years of experience in the finance industry.
![Joseph Adamchak, financial advisor York PA](/img/ws/profile-blank-sq.png)
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Jon Adams, financial advisor York PA](/img/ws/profile-blank-sq.png)
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Benedetto Agostino, financial advisor York PA](/img/ws/profile-blank-sq.png)
CRD# 3244566
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sheppard Financial Group | York, PA | Feb 2024 - Current | < 1 |
Johnson Controls Federal Systems | York, PA | Apr 2022 - Current | 2 |
Pfs Investments Inc. | York, PA | Jul 2021 - Current | 3 |
Primerica Financial Services | York, PA | Jul 2020 - Current | 4 |
Precision Cut Industries | Hanover, PA | Jan 2021 - Apr 2022 | 1 |
Nitro Cutting Services | Manheim, PA | Jan 2019 - Jan 2021 | 2 |
Johnston Construction Company | Dover, PA | Jul 2016 - Jan 2019 | 2 |
Synagro Technologies | Baltimore, MD | Jun 2014 - Jul 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2021 |
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- PA
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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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