BC
Brian Carlson
from Hennessy Advisors, Inc.
Brian Carlson is a financial advisor based in California, Novato,
with 27 years of experience. Brian currently works for
Hennessy Advisors, Inc..
Brian maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brian Carlson works at Hennessy Advisors, Inc.
Hennessy Advisors, Inc. is a financial advisory firm based in Novato, California. It currently has approximately $3,071,521,476 of assets under management and employs about 17 people. Hennessy Advisors, Inc. uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
and a percentage of assets under your management
Office location
7250 Redwood Boulevard, Suite 200, Novato, California, 94945
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