Brian Gracie, CLU ChFC REBC

Founder,Financial Planner at Heritage Financial Consultants,LLC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Cockeysville, Maryland, United States, US
Skills

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

  • Certified Life Underwriter (CLU ®)
    -
  • Chartered Financial Consultant (ChFC ®)
    -
  • Registered Employee Benefit Consultant (REBC ®)
    -

Experience

  • Heritage Financial Consultants LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder,Financial Planner
      • 1999 - Present

      Brian Gracie is a Registered Representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp. a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. Please consult your legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. Licensed to sell securities in the following states: AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV, WI, WY CRN-3644749-062321 Show less

  • Brian Gracie & Associates
    • Financial Advisor
      • 1989 - 1999

Education

  • James Madison University
    Bachelor's degree, Finance and Business Administration
    1985 - 1989

Community

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