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Brian Joseph Markey

AMERICAN BEACON ADVISORS
IRVING, TX
·CRD# 2839858·29 years experience

Professional Summary

Brian Joseph Markey is a registered financial advisor currently at AMERICAN BEACON ADVISORS, INC. located in Irving, Texas and RESOLUTE INVESTMENT DISTRIBUTORS, INC. located in Irving`, Texas. Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Brian has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

29 years in the financial services industry

Current & Past Employments

AMERICAN BEACON ADVISORS, INC.·CRD# 105552
RIA
220 East Las Colinas Blvd., Suite 1200, Irving, TX 75039-5500
May 19, 2011 - Present
RESOLUTE INVESTMENT DISTRIBUTORS, INC.·CRD# 287788
BD
220 East Las Colinas Blvd. Suite 1200, Irving`, TX 75039
February 28, 2018 - Present
FORESIDE FUND SERVICES, LLC·CRD# 46106
BD
Irving, TX
April 26, 2011 - February 28, 2018
CAVANAL HILL INVESTMENT MANAGEMENT, INC.·CRD# 110774
RIA
Dallas, TX
July 2, 2009 - April 5, 2011
BOK FINANCIAL SECURITIES, INC.·CRD# 17530
BD
Dallas, TX
June 23, 2009 - April 5, 2011
EVERLAKE DISTRIBUTORS, LLC·CRD# 100460
BD
Northbrook, IL
June 8, 2007 - March 25, 2009
AIM PRIVATE ASSET MANAGEMENT·CRD# 109264
RIA
Houston, TX
July 8, 2005 - June 5, 2007
INVESCO DISTRIBUTORS, INC.·CRD# 7369
BD
Houston, TX
April 26, 2004 - June 5, 2007
GUARANTY BROKERAGE SERVICES, INC.·CRD# 23302
BD
St. Cloud, MN
January 2, 2002 - November 26, 2002
INVESCO CAPITAL MARKETS, INC.·CRD# 6939
BD
Houston, TX
October 3, 1997 - August 23, 2001

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Current Firm

AB
AMERICAN BEACON ADVISORS, INC.

AMERICAN BEACON ADVISORS, INC. | AMR INVESTMENTS | AMR INVESTMENT SERVICES, INC | AMR INVESTMENT | AMERICAN BEACON PARTNERS

CRD#: 105552 / SEC#: 801-29198
RIA
Registered Investment Advisory firm - SEC (3/10/1987 Approved)
Montana
Registered Investment Advisory firm - Montana (5/7/2004 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

220 East Las Colinas Blvd., Suite 1200, Irving, TX 75039-5500

Phone Number

(817) 391-6100

# of Employees

121

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Latest Form ADV

Part 2 Brochures

AMERICAN BEACON ADVISORS FORM ADV PART 2A (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

65

AUM (Assets Under Management)

$59,930,253,237

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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.

Providing sales activities for American Beacon Advisors which is an affiliate of Resolute Investment Distributors, Inc.

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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".
AB
AMERICAN BEACON ADVISORS, INC.

AMERICAN BEACON ADVISORS, INC. | AMR INVESTMENTS | AMR INVESTMENT SERVICES, INC | AMR INVESTMENT | AMERICAN BEACON PARTNERS

CRD#: 105552 / SEC#: 801-29198
RIA
Registered Investment Advisory firm - SEC (3/10/1987 Approved)
Montana
Registered Investment Advisory firm - Montana (5/7/2004 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arkansas
(1/2/2026)
RR
Georgia
(1/2/2026)
RR
Iowa
(1/2/2026)
RR
Kansas
(1/2/2026)
RR
Louisiana
(1/2/2026)
RR
Mississippi
(1/2/2026)
RR
Missouri
(1/2/2026)
RR
Oklahoma
(1/2/2026)
RR
Tennessee
(1/2/2026)
IAR
Texas
(5/19/2011)
RR
Texas
(2/28/2018)

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

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1997About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Markey's CRS (Customer Relationship Summary).

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