Brian
Brennan
Sovran Advisors, LLC
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About this Advisor
Brian Brennan is a financial advisor based in San Diego, California, working with Sovran Advisors, LLC. Brian has previously held positions at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Sovran Advisors LLC - Crd 329415, Parliament Wealth Management And Insurance Services, and Cetera Advisor Networks LLC. Brian has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Brian is part of Sovran Advisors, LLC, which operates out of San Diego, California. The firm has 4 offices and 45 employees. The firm manages assets totaling $841.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Sovran Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sovran Advisors, LLC Brokerage Details
$841,576,392
45
3,480
$241,832
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brian Brennan Work History
Sovran Advisors LLC - Crd 329415
Parliament Wealth Management And Insurance Services
Cetera Advisor Networks LLC
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
Disclosures
Please visit the SEC profile of Brian Brennan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sovran Advisors, LLC
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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