Brian Haselden is a ChFC-designated registered investment advisor at Isc Advisors, INC., based in Dallas, TX, with 28 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,989 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ISC Advisors generally charges a percentage of your portfolio annually, up to a maximum of 1.30%. This fee is negotiable. Some clients may pay more than 1.30% due to flat-rate fee schedules or minimum account fees. The exact fee will be in your agreement. Fees are calculated either in advance or in arrears, depending on the platform. The firm also offers a managed account program called Pathways, with fees ranging from 0% to 1.3%, depending on the negotiated arrangement.
Location
3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219
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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 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.
Institutional Securities Corporation
Institutional Securities CorporationBroker
Previous Registrations
The Leaders Group, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Pruco Securities, LLC.Broker
Hartford Equity Sales Company INC.Broker
Sun Life Financial Distributors, INC.Broker
American General Equity Services CorporationBroker
Fidelity Brokerage Services LLCBroker
Sammons Securities Company, LLCBroker
Hartford Equity Sales Company INC.Broker
National Planning CorporationBroker
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.