Brian Mcnulty is a ChFC-designated registered investment advisor, based in Newport Beach, CA, with 45 years of industry experience.
Location
4001 Macarthur Blvd, Ste 300, Newport Beach, CA, 92660
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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
Brian is self-employed as an independent contractor selling fixed life, disability, health, and long-term care insurance since 2006. He dedicates minimal time to this activity, and it occurs during trading hours.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
Capital Analysts, IncorporatedBroker
Cigna Securities, INC.Broker
State Registrations9 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.