119 W Wayne Ave, Wayne, PA, 19087
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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 at The Ascent Group, LLC, an RIA, and the owner of Vested Advisors, LLC, providing financial planning and investment advice. He also works for Walsh & Nicholson Financial Group, providing financial planning and investment advice, and owns Cruzen, an app for mobile services; these activities each take a full-time commitment. Brian is also a broker selling fixed insurance products, dedicating a full-time commitment to this activity.