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BP

Brian A. Peardon

BRIDGEPORT FINANCIAL SOLUTIONS
Roseville, CA 95678
Some features on this profile are disabled
CRD#: 4819319
BP

Professional summary

Brian Allen Peardon, AIF® is a registered financial advisor currently at BRIDGEPORT FINANCIAL SOLUTIONS located in Roseville, California.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brian has worked at 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Allen Peardon'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

December 19, 2024 - Present

BRIDGEPORT FINANCIAL SOLUTIONS

Office #1: 1227 Pleasant Grove Blvd., #200, Roseville, CA 95678
RIA
CRD#: 325485
Roseville, CA
Past

August 18, 2014 - December 31, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Roseville, CA
Past

August 18, 2014 - December 19, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Roseville, CA
Past

June 7, 2012 - December 11, 2014

HARVEST INVESTMENT SERVICES, LLC

RIA
CRD#: 159390
OAKBROOK TERRACE, IL
Past

June 12, 2008 - September 15, 2014

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
ROSEVILLE, CA
Past

June 12, 2008 - September 15, 2014

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
ROSEVILLE, CA
Past

June 25, 2007 - June 12, 2008

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
ROSEVILLE, CA
Past

March 2, 2005 - June 12, 2008

NYLIFE SECURITIES LLC

BD
CRD#: 5167
ROSEVILLE, 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".
BF
BRIDGEPORT FINANCIAL SOLUTIONS
BRIDGEPORT | BRIDGEPORT FINANCIAL SOLUTIONS LLC | BRIDGEPORT FINANCIAL SOLUTIONS

CRD#: 325485 / SEC#: 801-127630

RIA
Registered Investment Advisory firm - (4/10/2023 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.

Highlighted states indicate IAR registrations

IAR
California
(12/19/2024)
IAR
Texas
(12/19/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/19/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/28/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/28/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/1/2005
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/23/2008
General Securities Principal Examination

Current Firm

BF
BRIDGEPORT FINANCIAL SOLUTIONS
BRIDGEPORT | BRIDGEPORT FINANCIAL SOLUTIONS LLC | BRIDGEPORT FINANCIAL SOLUTIONS

CRD#: 325485 / SEC#: 801-127630

RIA
Registered Investment Advisory firm - (4/10/2023 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2700 N Central Ave Suite 1200, Phoenix, AZ 85004
Mailing Address
Phone number
(877) 411-2737
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRIDGEPORT WRAP BROCHURE (3/28/2025)
BRIDGEPORT ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,572
AUM (Assets Under Management)$ 484,508,230

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.

Company Information

BRIDGEPORT FINANCIAL SOLUTIONS

CRD#: 325485Roseville, CA 95678

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