BS
CFP · ChFC
BS
CFP · ChFC

Brian Stearns

7 Years of Experience
Belmont, MI
BrokerSells Insurance

Brian Stearns is a CFP, ChFC-designated registered investment advisor, based in Belmont, MI, with 7 years of industry experience.

Location

6350 Jupiter Avenue NE, Suite A, Belmont, MI, 49306

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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.

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Other Business ActivitiesSells Insurance

Brian is the existing agent on record for insurance policies with Prudential, Symetra, Ash Brokerage, Mutual of Omaha, and Mass Mutual, and is working on switching the broker dealer of record to Raymond James. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2024 - Present · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
September 2018 - August 2024 · 5 yrs 11 mos
Cambridge Investment Research, INC.Broker
August 2018 - August 2024 · 6 yrs
State Registrations4 states
FLMITNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Brian Stearns - Financial Advisor | TrueAdvisor