BM
BM

Brian Sun Eagleheart Mcdowell

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

Loading...

Location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brian is a licensed insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating minimal time to this. He also works as a Regional Development Officer for the Oregon Business Development Department, taking about half of his time, and is a real estate broker, spending a few hours per week on this activity.

Employment History
Current Registrations
Inspire Advisors, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - November 2024 · 8 mos
Cetera Advisors LLC
November 2016 - March 2024 · 7 yrs 4 mos
Cetera Advisors LLCBroker
September 2016 - November 2024 · 8 yrs 2 mos
J.P. Morgan Securities LLC
March 2013 - August 2016 · 3 yrs 5 mos
J.P. Morgan Securities LLCBroker
March 2013 - August 2016 · 3 yrs 5 mos
Cetera Advisors LLC
February 2012 - February 2013 · 1 yr
Cetera Advisors LLCBroker
February 2012 - February 2013 · 1 yr
Pacific West Financial Consultants INC
May 2010 - February 2012 · 1 yr 9 mos
Pacific West Securities, INC.Broker
May 2010 - February 2012 · 1 yr 9 mos
Wells Fargo Investments, LLC
November 2006 - April 2009 · 2 yrs 5 mos
Wells Fargo Investments, LLCBroker
November 2006 - April 2009 · 2 yrs 5 mos
Pacific West Financial Consultant INC
October 2003 - October 2006 · 3 yrs
Pacific West Securities, INC.Broker
July 2003 - October 2006 · 3 yrs 3 mos
World Group Securities, INC.Broker
April 2002 - July 2003 · 1 yr 3 mos
Wma Securities, INC.Broker
January 1998 - April 2002 · 4 yrs 3 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.
Brian Sun Eagleheart Mcdowell - Financial Advisor | TrueAdvisor