Brian P. Haselden

ISC ADVISORS

Dallas, TX 75219

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CRD#: 2729907

Professional summary

Brian Paul Haselden is a registered financial advisor currently at ISC ADVISORS, INC. located in Dallas, Texas and INSTITUTIONAL SECURITIES CORPORATION located in Dallas, Texas.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Brian has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

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.

1) Insurance Brokerage DBA Brian Haselden, investment related, 3500 Oak Lawn Ave, Ste 400, Dallas TX 75219, insurance agent. start date 07/15/2013. hours spent on activity per month: 100; hours spent on activity per month during trading hours: 100. Duties: sales and service of insurance products for multiple carriers. 2) Planner's Resource, started July 2016, fixed life insurance brokerage for non-ISC Group licensed agents. spends about 5% of time during and after trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Paul Haselden's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 5, 2018 - Present

ISC ADVISORS, INC.

Office #1: 3500 Oak Lawn Ave Ste 400, Dallas, TX 75219

RIA

CRD#: 166586

Dallas, TX

Current

June 2, 2016 - Present

INSTITUTIONAL SECURITIES CORPORATION

Office #1: 3500 Oak Lawn Ave Ste. 400, Dallas, TX 75219

CRD#: 20291

Dallas, TX

Past

April 3, 2014 - June 2, 2016

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

August 29, 2013 - March 19, 2014

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

ADDISON, TX

Past

January 3, 2013 - July 22, 2013

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

October 26, 2011 - January 3, 2013

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

February 16, 2010 - August 23, 2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

August 30, 2007 - February 17, 2010

AMERICAN GENERAL EQUITY SERVICES CORPORATION

CRD#: 5435

HOUSTON, TX

Past

April 19, 2004 - August 25, 2006

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

Past

March 20, 2003 - March 16, 2004

PARKLAND SECURITIES, LLC

CRD#: 115368

ANN ARBOR, MI

Past

August 22, 2000 - February 27, 2003

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

July 15, 1996 - June 2, 2000

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA

Registered Investment Advisory firm - (3/20/2013 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(6/2/2016)

IAR

Texas
(2/5/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/26/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/14/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/16/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/12/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/5/2018

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA

Registered Investment Advisory firm - (3/20/2013 Approved)

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Contact information

Main Address

3500 Oak Lawn Ave Ste 400, Dallas, TX 75219

Mailing Address

Phone number

(214) 520-1115

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ISC ADVISORS PART 2A-MARCH 2024 (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,989
AUM (Assets Under Management)	$ 1,539,119,817

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Brian P. Haselden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Paul Haselden's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSTITUTIONAL SECURITIES CORPORATION

THE LEADERS GROUP, INC.

HORNOR, TOWNSEND & KENT, LLC

PRUCO SECURITIES, LLC.

HIMCO DISTRIBUTION SERVICES COMPANY

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

AMERICAN GENERAL EQUITY SERVICES CORPORATION

FIDELITY BROKERAGE SERVICES LLC

PARKLAND SECURITIES, LLC

HIMCO DISTRIBUTION SERVICES COMPANY

NATIONAL PLANNING CORPORATION

Primary Firm SEC Registration

ISC ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2018

Series 63

Date: 6/14/1996

SIE

Date: 10/1/2018

Series 7

Date: 3/16/2005

Series 6

Date: 7/12/1996

Series 24

Date: 3/5/2018

FINRA

Current Firm

ISC ADVISORS, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ISC ADVISORS, INC.

TRUST BUT VERIFY

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