1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245
Get directionsNo 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 →Brian is a partner in NaviPath Financial, a financial advisory practice, focusing on marketing and operations, and spends nearly full-time hours there. He also works as an insurance agent for NaviPath Financial/Insurance/Crump, selling fixed, life, and variable annuities for about half his time, and dedicates minimal time to the UNC Charlotte Belk College of Business Alumni Council.