Brian
Stout

Confluence Financial Partners

CRD#2568318
Investment Advisor
in Canonsburg, PA

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About this Advisor

Brian Stout is a financial advisor working out of Canonsburg, Pennsylvania who has 2 years of industry experience. Stout is an advisor for Confluence Financial Partners. Throughout their career, they have worked at Princor Financial Services, Global Retirement Partners, LLC, Raymond James Financial Services, Inc, Confluence Wealth Services, Inc, Lpl Financial LLC and Raymond James Financial Services Advisors, Inc. Stout has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Confluence Financial Partners is a registered investment business that has its headquarters in Canonsburg, PA. It has offices in three locations and a total of 42 advisors. It handles $3 billion in assets under management between its 7,223 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 10 charitable organizations. Of its 7,223 client accounts, 24% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Confluence Financial Partners offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically depend on which services are provided. However, fees charged by Confluence Financial Partners typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

732 E Mcmurray Rd
Canonsburg, PA 15317

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Confluence Financial Partners Brokerage Details

Total Assets Under Management

$2,469,850,578

PA Average: $15,833,994,310
Total Number of Employees

42

PA Average: 41
Total Number of Accounts

7,223

PA Average: 3,342
Average Account Size

$341,942

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Brian Stout Work History

Brian has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Confluence Wealth Services, Inc

2017 - Present (7 years)

Global Retirement Partners, LLC

2017 - Present (7 years)

Lpl Financial LLC

2021 - 2021 (< 1 year)

Raymond James Financial Services, Inc

2021 - 2021 (< 1 year)

Raymond James Financial Services Advisors, Inc

2006 - 2016 (10 years)

Princor Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Stout 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 Confluence Financial Partners

Nicklaus Proud
Canonsburg, PA
Katherine Montagazzi
Canonsburg, PA
Gregory Weimer
Canonsburg, PA
Neil Rongaus
Canonsburg, PA
Scott Rogowicz
Canonsburg, PA
William Winkeler
Canonsburg, PA
Jackson Elizondo
Canonsburg, PA
Sean Stevenson
Canonsburg, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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