BRB Wealth- Financial Advisor Harrisonburg, VA

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About BRB Wealth

BRB Wealth's advisors operate as "Financial Directors" of our client's lives. Our advisors team up with CPA's, attorneys, insurance agents, and others to help coordinate all aspects of our client's financial plans. Our focus is on Risk Management, Estate Planning, and Investment Planning. We use a Capital Strength investment philosophy which seeks to provide less volatility and strong performance over time. Our Financial Planning process is based on our Four Pillars. These pillars include defining a strategy, designing an action plan, Implementing an allocation strategy, and a consistent monitoring and review.

See Disclosures

General Information

Firm Start Year

1925

No. of Employees

CRD#

6009188

Firm CRD#

6413

Insurance License#

825224

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

NC, NJ, SC, VA, VT

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 6, Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Disability

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee, Commissions, Based on Assets

Education

MBA - Business

Grace College
08/17/2010 -08/17/2012

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BRB Wealth and may also be employees of Blue Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Blue Ridge Bank or BRB Wealth. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Paladin Research Report For:

BRB Wealth