Brian Connally is a PFS-designated registered investment advisor, based in Skiatook, OK, with 29 years of industry experience.
Location
3821 East 179th Street North, Skiatook, OK, 74070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is the president of Snow Creek Energy, Inc., involved in oil and gas exploration, and owns Snow Creek Ranch, LLC, an agricultural operation. He also manages Invest Wealth Management, LLC, a DBA for his Avantax wealth management activities, and owns Connally & Associates PC, a tax preparation and accounting practice, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations4 states
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