Brian Haselden
Brian Haselden is a ChFC-designated registered investment advisor at Isc Advisors, INC., based in Dallas, TX, with 28 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,928 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Maximum annual fee is 1.30%. All fees are subject to negotiation. Retirement plan accounts are subject to a $5,000 minimum annual account fee, and accounts under the Empower platform utilizing ISC Advisors-managed models are charged an additional 0.05%.
Fee Estimator
Location
3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219
Get directionsHistory
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.
Exams
More Advisors
- Kathryn Hunteman, ChFCIsc Advisors, INC.
- Billy SimsIsc Advisors, INC.
- Jules Jouvenat, CFPHightower Advisors, LLC
- Tracey Gledhill, CFP
- Gregory Bone, CFACorient
- James Carroll, CFPBlack Swan Management Group, INC.