Brian Canning, CFP®, AIFA®

Director of Wealth Management & Financial Advisor at Abacus Wealth Partners
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • AIFA®
    Fi360
    Jun, 2018
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Jun, 2012
    - Nov, 2024
  • Series 66
    FINRA

Experience

  • Abacus Wealth Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Wealth Management & Financial Advisor
      • Dec 2011 - Present

      Roles: Director of Wealth Management, Financial Advisor, Board of Directors, and Partner •Develop and refine wealth management strategies, tools, and resources to support all advisors •Craft a seamless, efficient, and sophisticated experience for clients with diverse portfolios, ranging from $0 to $150M AUM •Lead and coordinate project management efforts across various departments, ensuring alignment and effective collaboration •Design and execute comprehensive training programs for advisors to enhance expertise and performance •Supervise a dedicated wealth management research team, fostering a culture of continuous learning and innovation •Uphold strict compliance with SEC, ERISA, and fiduciary best practices throughout the wealth management process, safeguarding both clients and the firm

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Account Executive
      • Jan 2011 - Dec 2011

      -Provided financial planning and investment expertise to affluent individuals and families -Responsible for about 300 households and over $200 million assets -Provided financial planning and investment expertise to affluent individuals and families -Responsible for about 300 households and over $200 million assets

  • TD Ameritrade
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Consultant
      • Sep 2008 - Dec 2010

      -Work with clients to find appropriate financial product or services for their needs -Collaborated with many independent RIAs in developing their business pipeline -Recommended managed portfolio solutions -Work with clients to find appropriate financial product or services for their needs -Collaborated with many independent RIAs in developing their business pipeline -Recommended managed portfolio solutions

Education

  • UCLA
    Personal Financial Planning Certificate, Financial Planning
    2010 - 2011
  • University of North Texas
    MM, Performance
    2006 - 2010
  • California Lutheran University
    BA, Music
    2003 - 2006

Community

You need to have a working account to view this content. Click here to join now