Brian Neil Tobin
Investment adviser representative at Mariner
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- MarinerJun 2025 to now
- LPL Financial, LLCJan 2022 to Jun 2025
- Texas Legacy Wealth ManagementJan 2022 to Jun 2025
- The Vanguard Group, Inc.Aug 2020 to Jan 2022
- Kestra Financial, Inc.Jul 2019 to Aug 2020
- Bank of America, N.A.Oct 2018 to Jul 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Jul 2019
- USAA Investment Management CompanyJan 2018 to Sep 2018
- USAA Financial Advisors, Inc.Nov 2016 to Sep 2018
- USAA Financial Planning ServicesNov 2016 to Sep 2018
- UnemployedSep 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5706392
- Firm CRD
- 140195