Brian Cubler
Brian Cubler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Sarasota, FL, with 25 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1819 Main St Ste 230, [A8-Rbo], Sarasota, FL, 34236
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2014Customer Dispute
June 2009Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Carnes Capital CorporationBroker
Olde Discount CorporationBroker
State Registrations36 states
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
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