Brian Osborne is a registered investment advisor, based in Danvers, MA, with 1 years of industry experience.
Location
7 Federal St, Suite 21, Danvers, MA, 01923
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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 works in a back-office role for Financial & Estate Advisors, LLC, focusing on administrative tasks and client contact related to financial services and wealth management, dedicating about half his time. Brian also works as a tax preparer for Stephen Chase Tax Preparation, spending about 10-20% of his time on tax preparation, planning, and client assistance.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations15 states
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