Brian Friedman is a ChFC-designated registered investment advisor, based in Roswell, GA, with 33 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold.
Location
200 Mansell Court East, Suite 430, Roswell, GA, 30076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is an Investment Advisor Representative at Wellspring Planning Group LLC, focusing on fee-based planning and life insurance reviews, dedicating about half of his time. He is also an Insurance Agent at Wellspring Associates, focusing on financial planning and life insurance, dedicating nearly full-time hours, and he sells variable life insurance as a Registered Representative with Hightower Securities, dedicating minimal time.
Employment History
Current Registrations
Hightower Securities, LLCBroker
Wellspring Planning Group LLC
Previous Registrations
The Leaders Group, INC.Broker
LPL Financial Corporation
LPL Financial LLCBroker
Wellspring Wealth Management LLC
Investlinc Wealth Services
Investlinc Securities, LLCBroker
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
American General Securities IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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