Brian Rogan

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → 05/2022
  Wells Fargo Clearing Services
  Chicago, IL
• 04/2021 → 05/2022
  Wells Fargo Bank
  Chicago, IL
• 05/2019 → 04/2021
  Wells Fargo, Na
  Chicago, IL
• 05/2016 → 05/2019
  Associated Bank, Na
  Chicago, IL
• 04/2022 → Present
  Truist Investment Services, Inc.
  Chicago, IL
• 04/2022 → Present
  Truist Advisory Services, Inc.
  Chicago, IL

Previous Registrations

• 2021-09-01 → 2022-05-03
  Wells Fargo Clearing Services, Llc
  Tarpon Springs, FL
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-09-01