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Brian Paul Haselden

Isc Advisors, INC.
27 Years of Experience
BrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningHigh Net Worth
Isc Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,989 clients
Average Client Portfolio
$774K average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$5,000

Location

3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian operates an insurance brokerage, Brian Haselden DBA, since 2013, focusing on sales and service of insurance products, dedicating over half his time to it. He also runs Planner's Resource, a fixed life insurance brokerage, spending minimal time on it.

Employment History
Current Registrations
Isc Advisors, INC.
February 2018 - Present · 8 yrs
Institutional Securities Corporation
June 2016 - Present · 9 yrs 8 mos
Institutional Securities CorporationBroker
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
The Leaders Group, INC.Broker
April 2014 - June 2016 · 2 yrs 2 mos
Hornor, Townsend & Kent, INC.Broker
August 2013 - March 2014 · 7 mos
Pruco Securities, LLC.Broker
January 2013 - July 2013 · 6 mos
Hartford Equity Sales Company INC.Broker
October 2011 - January 2013 · 1 yr 3 mos
Sun Life Financial Distributors, INC.Broker
February 2010 - August 2011 · 1 yr 6 mos
American General Equity Services CorporationBroker
August 2007 - February 2010 · 2 yrs 6 mos
Fidelity Brokerage Services LLCBroker
April 2004 - August 2006 · 2 yrs 4 mos
Sammons Securities Company, LLCBroker
March 2003 - March 2004 · 1 yr
Hartford Equity Sales Company INC.Broker
August 2000 - February 2003 · 2 yrs 6 mos
National Planning CorporationBroker
July 1996 - June 2000 · 3 yrs 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.