Alan J. Brilliant
Professional summary
Alan Jason Brilliant, AIF®, who also goes by Alan Jason Brillant, is a registered financial advisor currently at PROVIZR located in Ann Arbor, Michigan and FOUR FINANCIAL MANAGEMENT located in Ann Arbor, Michigan.
Alan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Alan has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 52 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alan Jason Brilliant's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 25, 2016 - Present
PROVIZR
Office #1: 777 E. Eisenhower Pkwy Suite 742, Ann Arbor, MI 48108October 25, 2016 - Present
FOUR FINANCIAL MANAGEMENT
Office #1: 777 E. Eisenhower Pkwy Suite 740, Ann Arbor, MI 48108November 21, 2008 - Present
LPL FINANCIAL LLC
Office #1: 777 E Eisenhower Pkwy Ste 740, Ann Arbor, MI 48108May 26, 2010 - February 8, 2017
LPL FINANCIAL LLC
April 20, 1999 - November 25, 2008
AMERIPRISE ADVISOR SERVICES, INC.
Primary Firm SEC Registration
FOUR FINANCIAL MANAGEMENT
CRD#: 284251 / SEC#: 801-129305
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/25/2010)
(1/7/2020)
(3/24/2014)
(11/21/2008)
(9/8/2009)
(4/8/2014)
(1/3/2019)
(1/6/2015)
(4/8/2020)
(11/21/2008)
(10/25/2016)
(2/24/2020)
(11/16/2020)
(1/6/2015)
(3/25/2014)
(1/11/2010)
(7/24/2025)
(4/17/2014)
(10/25/2016)
(1/7/2020)
(11/21/2008)
Exams
FINRA
Current Firm
FOUR FINANCIAL MANAGEMENT
CRD#: 284251 / SEC#: 801-129305
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 600 |
| AUM (Assets Under Management) | $ 162,655,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
FOUR FINANCIAL MANAGEMENT
CRD#: 284251Ann Arbor, MI 48108TRUST BUT VERIFY
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