Brian D. Platt, CFP®

Wealth Advisor, Financial Advisor at Independence Square Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Philadelphia

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Bio

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Credentials

  • Certified Financial Planner
    CFP Board
    Sep, 2006
    - Nov, 2024
  • Five Star Wealth Manager
    Five Star Professional
    Feb, 2012
    - Nov, 2024

Experience

  • Independence Square Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor, Financial Advisor
      • Sep 2012 - Present

      150 S. Warner Rd, Suite 300 King of Prussia, PA 19406 610-520-1500 150 S. Warner Rd, Suite 300 King of Prussia, PA 19406 610-520-1500

  • Independence Square Advisors
    • Investment Management
    • 1 - 100 Employee
    • Sr. Vice President, Financial Advisor
      • Jan 1995 - Sep 2012

  • Prudential Financial
    • Registered Representative
      • Jan 1990 - Jan 1995

Education

  • Bucks County Community College
    Culinary Arts
    1982 - 1985
  • Rowan University
    Liberal Arts
    1980 - 1981
  • North Hunterdon HS

Community

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