Brian J. Durkin
Professional summary
Brian Joseph Durkin, who also goes by Brian J Durkin, is a registered financial advisor currently at GFP PRIVATE WEALTH located in Marshfield, Massachusetts and LOGIX INVESTMENTS LLC located in Marshfield, Massachusetts.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Brian has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Joseph Durkin's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 22, 2024 - Present
GFP PRIVATE WEALTH
July 29, 2024 - Present
LOGIX INVESTMENTS LLC
November 28, 2017 - May 3, 2024
LAKE STREET ADVISORS
June 19, 2001 - September 1, 2005
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
May 6, 1993 - February 21, 1995
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
November 27, 1990 - May 14, 1992
FIDELITY DISTRIBUTORS COMPANY LLC
Primary Firm SEC Registration
GFP PRIVATE WEALTH
CRD#: 110031 / SEC#: 801-56552
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/22/2024)
(5/31/2024)
Exams
Current Firm
GFP PRIVATE WEALTH
CRD#: 110031 / SEC#: 801-56552
Contact information
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,658 |
| AUM (Assets Under Management) | $ 1,347,911,649 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/27/2024 | ||
| 10/26/2023 | ||
| 02/28/2023 |
Red Flags
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