Brian Rees
Brian Rees is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Westlake, OH, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
191 American Blvd, Suite 205, Westlake, OH, 44145
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 Activities
Brian works as a financial advisor for CKE Financial Services, LLC, E & M Consulting, and Strategic Retirement Solutions, LLC. He dedicates about half of his time to each of these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Vantage Financial Group, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Adp Broker-Dealer, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Morgan Stanley Dw INC.Broker
State Registrations14 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.