Brian C Park
Investment adviser representative at Newedge Advisors
14 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$43.2BFirm assets
Are you Brian C Park? Claim your profile
Contact this firm
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
14 years in the industry.
- Newedge Advisors, LLCMay 2026 to now
- Kovitz Investment Group Partners, LLCJun 2024 to May 2026
- Connectus WealthNov 2021 to Jun 2024
- Quasar Distributors, LLCMay 2021 to Jun 2024
- Northcoast Asset ManagementDec 2020 to Oct 2021
- Lido Advisors, LLCJan 2020 to Nov 2020
- Wells Fargo BankMay 2017 to Jan 2020
- Wells Fargo Clearing ServicesMay 2017 to Jan 2020
- Wells FargoSep 2012 to Apr 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 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
- 5736383
- Firm CRD
- 171351