Brian F. Mclarney
Professional summary
Brian Francis Mclarney is a registered financial advisor currently at MERRIMACK VALLEY FINANCIAL ADVISORS, INC. located in Chelmsford, Massachusetts and PURSHE KAPLAN STERLING INVESTMENTS located in Chelmsford, Massachusetts.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Brian has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Francis Mclarney's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 18, 1998 - Present
MERRIMACK VALLEY FINANCIAL ADVISORS, INC.
Office #1: 6 Courthouse Lane Unit 15, Chelmsford, MA 01824April 25, 2003 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 6 Courthouse Lane Unit 15, Chelmsford, MA 01842March 22, 2000 - March 21, 2003
TRANSAMERICA FINANCIAL ADVISORS, LLC
February 1, 1999 - December 31, 1999
LEGACY FINANCIAL SERVICES, INC.
June 21, 1996 - December 31, 1998
TRANSAMERICA FINANCIAL ADVISORS, LLC
February 6, 1995 - June 21, 1996
TRUSTED SECURITIES ADVISORS CORP.
July 2, 1992 - January 10, 1995
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/9/2023)
(8/9/2023)
(8/9/2023)
(8/9/2023)
(9/18/1998)
(4/25/2003)
(4/25/2003)
(3/1/2005)
(8/9/2023)
(8/9/2023)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
MERRIMACK VALLEY FINANCIAL ADVISORS, INC.
CRD#: 124048 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 246 |
| AUM (Assets Under Management) | $ 45,875,015 |
Red Flags
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Company Information
MERRIMACK VALLEY FINANCIAL ADVISORS, INC.
CRD#: 124048Chelmsford, MA 01824TRUST BUT VERIFY
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