Brian Dudley is a CFP-designated registered investment advisor, based in Burlington, MA, with 19 years of industry experience.
Location
200 Summit Dr, Suite 420, Burlington, MA, 01803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian operates his LPL business under the DBA Wealth Enhancement Group and is the owner of Saybrook Advisors LLC for tax/investment purposes. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to this activity, and serves as a public notary, spending minimal time on it.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Triad Advisors LLCBroker
Pinnacle Private Wealth, LLC
LPL Financial LLCBroker
Santander Securities
Santander Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Citigroup Global Markets INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations7 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.