BM
Brian R. Mcleod
BWB ADVISORY GROUP
Enterprise, AL 36330
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CRD#: 7802346
BM
Professional summary
Brian Richard Mcleod is a registered financial advisor currently at BWB ADVISORY GROUP located in Enterprise, Alabama.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Brian has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Richard Mcleod's 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®
NoneExperience
Current
October 11, 2023 - Present
BWB ADVISORY GROUP
Office #1: 529 Boll Weevil Circle, Enterprise, AL 36330RIA
CRD#: 328208
Enterprise, AL
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
Alabama(10/11/2023)
IAR
Florida(2/3/2025)
Current Firm
BA
BWB ADVISORY GROUP
BWB ADVISORY GROUP | BWB ADVISORY GROUP, LLC
CRD#: 328208 / SEC#:
Alabama
Registered Investment Advisory firm - (10/11/2023 Approved)Florida
Registered Investment Advisory firm - (2/3/2025 Approved)PREMIUM
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Contact information
Main Address
529 Boll Weevil Circle, Enterprise, AL 36330
Mailing Address
Phone number
(334) 347-9509
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 13,823,163 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
