BM
CFP
BM
CFP

Brian Douglas Mccarver

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

602 North Front Street, Wormleysburg, PA, 17043

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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 affiliated with Stonebridge Financial Group as an RIA, dedicating about a quarter of his time. He also has a stake in SBFG Partners LLC, which owns a stake in MPC Insurance Group LLC, an insurance agency offering health and financial security solutions, but Brian performs no official duties there.

Employment History
Current Registrations
Private Client Services, LLCBroker
April 2024 - Present · 1 yr 10 mos
Stonebridge Financial Group, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Triad Advisors LLCBroker
October 2018 - April 2024 · 5 yrs 6 mos
Triad Hybrid Solutions
October 2018 - February 2024 · 5 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2013 - October 2018 · 5 yrs 7 mos
Wells Fargo Advisors Financial Network, LLC
March 2013 - October 2018 · 5 yrs 7 mos
Wells Fargo Advisors, LLC
May 2009 - March 2013 · 3 yrs 10 mos
Wells Fargo Advisors, LLCBroker
July 2003 - March 2013 · 9 yrs 8 mos
Prudential Securities IncorporatedBroker
October 2000 - July 2003 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1997 - October 2000 · 2 yrs 10 mos
State Registrations14 states
AZCOCTDEFLGANCNJNYOHPASCVTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.