BP
CFP
BP
CFP

Brian William Pacen

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
11,317 clients
Average Client Portfolio
$188K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$25K
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Location

100 Painters Mill Road, Suite 420, Owings Mills, MD, 21117

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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 works as a Portfolio Manager at The Sawyer Group, focusing on financial planning and the sale and service of fixed insurance products. This activity requires about 10-20% of his time.

Employment History
Current Registrations
Creativeone Securities, LLCBroker
October 2016 - Present · 9 yrs 4 mos
Creativeone Securities, LLC
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Broker Dealer Financial Services CORP.Broker
January 2016 - October 2016 · 9 mos
Investment Advisors CORP
January 2016 - October 2016 · 9 mos
Sagepoint Financial, INC.
July 2014 - January 2016 · 1 yr 6 mos
Sagepoint Financial, INC.Broker
May 2014 - January 2016 · 1 yr 8 mos
Charles Schwab & CO., INC.
March 2013 - April 2014 · 1 yr 1 mo
Charles Schwab & CO., INC.Broker
March 2013 - April 2014 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - March 2013 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - March 2013 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
July 2011 - August 2011 · 1 mo
Pruco Securities, LLC.Broker
May 2010 - January 2011 · 8 mos
State Registrations6 states
DEFLMDNCPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.