Brian Joseph Gift

Employer firm

Mbl Advisors CRD 305176

$1.42B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2018 → Present
  M Holdings Securities, Llc
  Portland, OR
• 08/2018 → Present
  Mbl Advisors Inc.
  Charlotte, NC
• 06/2006 → 08/2018
  U.S. Trust
  Charlotte, NC
• 10/2019 → Present
  Mbl Wealth, Llc
  Charlotte, NC

Previous Registrations

• 2018-08-09 → 2020-03-02
  M Holdings Securities, Inc.
  Portland, OR
  Charlotte, NC

Other Businesses

1) MBL ADVISORS INC; 1017 E MOREHEAD STREET, SUITE 100, CHARLOTTE, NC 28204; 8/6/2018; MANAGING DIRECTOR; LOAN ARRANGEMENT PER AGREEMENT; NOT INVESTMENT RELATED; 0 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; NO COMPENSATION

Designations

• Chartered Financial Analyst