Brian P. Colla
Professional summary
Brian Paul Colla, who also goes by Brian P Colla, is a registered financial advisor currently at PALO SECO WEALTH MANAGEMENT located in Corona, California.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brian has worked at 9 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Paul Colla's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 28, 2025 - Present
PALO SECO WEALTH MANAGEMENT
May 6, 2024 - November 15, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
May 3, 2024 - November 15, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
April 14, 2022 - May 23, 2024
PLANNED FINANCIAL FREEDOM
April 23, 2019 - April 3, 2020
CITIGROUP GLOBAL MARKETS INC.
April 23, 2019 - April 3, 2020
CITIGROUP GLOBAL MARKETS INC.
February 15, 2019 - April 18, 2019
EDWARD JONES
February 15, 2019 - April 18, 2019
EDWARD JONES
May 18, 2018 - February 11, 2019
PRUCO SECURITIES, LLC.
March 14, 2018 - February 11, 2019
PRUCO SECURITIES, LLC.
January 2, 2018 - February 22, 2018
CROWN CAPITAL SECURITIES, L.P.
December 8, 2011 - December 10, 2012
JOSEPH DANIEL INVESTMENTS
December 17, 2010 - January 7, 2011
KMS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/28/2025)
Exams
Series 7TO
Date: 6/15/2023
General Securities Representative ExaminationCurrent Firm
PALO SECO WEALTH MANAGEMENT
CRD#: 333631 / SEC#:
Contact information
Red Flags
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