Brennan Hostettler Mckean

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2022 → Present
  Hall Financial Advisors
  Marietta, WV
• 05/2017 → 04/2022
  Marietta College
  Marietta, OH
• 08/2016 → 04/2017
  Defiance College
  Defiance, OH
• 05/2022 → Present
  Raymond James Financial Services Inc
  Marietta, OH
• 10/2022 → Present
  Raymond James Financial Services Advisors
  Marietta, OH

Other Businesses

(1)Name of Business: Hall Financial Advisors LLC Address: 416 Hart St Ste A, Marietta, OH, 45750-3246, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2022-09-26

Other Names

• Brennan Mckean