Bryan Rex is a CFP, ChFC-designated registered investment advisor, based in Virginia Beach, VA, with 27 years of industry experience.
Location
448 Viking Drive, Suite 310, Virginia Beach, VA, 23452
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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
Bryan is the VP of Planning and an independent insurance agent for various companies through Cornerstone Financial Services since 1998, dedicating a few hours per week. He is also an advisory representative of a RIA called CIRA since 2017, and an owner of Cornerstone Financial Services Inc. since 2020, dedicating about 10-20% of his time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
MML Investors Services, INC.Broker
State Registrations19 states
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