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Brian Girard Latas

CRD# 2772798·Registered 1996 - 2014
Previously Registered: Being a previously registered professional could mean that Brian is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Brian Girard Latas, who also goes by Brian G Latas, was a registered financial advisor. Brian was a previously registered financial professional and started their career in finance 1996 - 2014. Brian had worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brian G Latas

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

22 years in the financial services industry

Current & Past Employments

CCF INVESTMENTS, INC.·CRD# 136571
BD
Grapevine, TX
July 8, 2011 - November 24, 2014
HIGH MARK SECURITIES, INC.·CRD# 42467
BD
Lakeland, FL
March 28, 2003 - February 25, 2004
PRO-INTEGRITY SECURITIES, INC.·CRD# 44707
BD
Longview, TX
January 25, 2001 - March 27, 2002
PRO-INTEGRITY SECURITIES, INC.·CRD# 44707
BD
Longview, TX
January 4, 1999 - December 19, 2000
THE LEADERS GROUP, INC.·CRD# 37157
BD
Littleton, CO
May 14, 1998 - December 31, 1998
PFS INVESTMENTS INC.·CRD# 10111
BD
Duluth, GA
August 20, 1996 - April 22, 1998

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Current Firm

CI
CCF INVESTMENTS, INC.

C C F INVESTMENTS, INC. | CCF INVESTMENTS, INC. | CCF INVESTMENTS INC OF NEVADA

CRD#: 136571 / SEC#: 8-67027
BD
Terminated by SEC on 09/19/2017

Contact Information

Established

Georgia since 05/26/2004

Firm Type

Corporation

Fiscal Year End

December

Documents

Direct owners and executive officers

NamePositionCRD#
CAPITAL CHOICE FINANCIALOWNER—
KINNARD, RICHARD LENCEO2694520
REED, BRYAN MICHAELSVP COO CCO2886966
WALLACE, DEBORA PAULFINOP/CFO5009480

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2011About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Nov 2014About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2011About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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