Brian Doyle

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Lebanon, NH
• 11/2016 → 07/2023
  Wells Fargo Clearing Services, Llc
  Lebanon, NH
• 07/2023 → 07/2026
  Wells Fargo Advisors Financial Network, Llc
  Lebanon, NH
• 07/2023 → Present
  Doyle & Loughman Wealth Management Group Llc
  Lebanon, NH
• 07/2026 → Present
  Cwm, Llc Dba Carson Partners
  Lebanon, NH
• 07/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2023-07-13 → 2026-08-05
  Wells Fargo Advisors Financial Network, Llc
  Lebanon, NH
• 2008-01-01 → 2023-07-14
  Wells Fargo Clearing Services, Llc
  Lebanon, NH
• 2005-01-01 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Lebanon, NH
  Lebanon, NH
  St. Louis, MO

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR / PARTNER / WEALTH ADVISOR START DATE: 09/2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2004 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: DOYLE & LOUGHMAN WEALTH MANAGEMENT GROUP LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2023 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: NEW YORK YACHT CLUB LLC INVESTMENT RELATED: NO ADDRESS: 37 W. 44TH ST, NEW YORK CITY, NY NATURE OF BUSINESS: COMMUNITY START DATE: 08/2023 POSITION/TITLE/RELATIONSHIP: VOLUNTEER COMMITTEE APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MEET WITH COMMITTEE MONTHLY TO PROMOTE TEAM SAILING WITHIN THE NEW YORK YACHT CLUB;

Exams

• S66 Uniform Combined State Law Examination
  2004-12-21

Other Names

• Brian Courtland Doyle