Brian Lewallen (CRD# 6731767) is an Investment Advisor Representative working at Morgan Stanley in Wichita, KS and has over 7 years of experience in the finance industry.
CRD# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Wichita, KS | Sep 2021 - Current | 2 |
| Equity Trust And Wealth Management | Wichita, KS | May 2021 - Sep 2021 | < 1 |
| Commerce Brokerage Services | Wichita, KS | Apr 2019 - May 2021 | 2 |
| Lpl Financial LLC | Wichita, KS | May 2018 - Apr 2019 | < 1 |
| Heartland Credit Union | Wichita, KS | May 2018 - Apr 2019 | < 1 |
| Td Ameritrade, Inc. | Wichita, KS | Feb 2018 - May 2018 | < 1 |
| Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - May 2018 | < 1 |
| Scottrade, Inc. | Wichita, KS | Dec 2016 - May 2018 | 1 |
| Wells Fargo Home Mortgage | Wichita, KS | Apr 2016 - Dec 2016 | < 1 |
| Wells Fargo | Wichita, KS | Nov 2014 - Apr 2016 | 1 |
| Unemployed | Wichita, KS | Jun 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- KS
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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