Brian L. Yurek

BRIAN L. YUREK

Kingsville, MD 21087

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CRD#: 2371815

Professional summary

Brian Lee Yurek, CFP® is a registered financial advisor currently at BRIAN L. YUREK located in Kingsville, Maryland.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Brian has worked at 2 firms and has passed the Series 6 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Lee Yurek's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

March 24, 2022 - Present

BRIAN L. YUREK

Office #1: 12027 Belair Road, Kingsville, MD 21087

RIA

CRD#: 145148

Kingsville, MD

Past

October 26, 1993 - December 31, 1994

COMPREHENSIVE FINANCIAL SERVICES, INC.

CRD#: 22710

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(3/24/2022)

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Exams

General Industry/Product Exam

Series 6

Date: 10/25/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BRIAN L. YUREK

CRD#: 145148 / SEC#:

Maryland

Registered Investment Advisory firm - (11/26/2007 Approved)

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Contact information

Main Address

12027 Belair Road, Kingsville, MD 21087

Mailing Address

Phone number

(410) 592-3601

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Brian L. Yurek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Lee Yurek's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIAN L. YUREK

COMPREHENSIVE FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 6

Date: 10/25/1993

Current Firm

BRIAN L. YUREK

Contact information

Documents

Red Flags

Company Information

BRIAN L. YUREK

TRUST BUT VERIFY

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