Brian Matthew Bean

Current Employers

Employment History

• 04/2016 → 08/2017
  Wfg Investments, Inc.
  Norfolk, VA
• 04/2016 → 08/2017
  Wfg Advisors, Lp
  Norfolk, VA
• 08/2017 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2016-04-01 → 2017-08-29
  Wfg Advisors, Lp
  Norfolk, VA
• 2010-01-04 → 2016-04-25
  Latitude Advisors, Llc
  Yorkville, IL
  Norfolk, VA
• 2008-07-31 → 2009-12-31
  Medallion Advisory Services, Llc
  Norfolk, VA
• 2003-02-24 → 2008-07-31
  Next Financial Group, Inc.
  Norfolk, VA
  Norfolk, VA
  Norfolk, VA
• 2001-09-13 → 2003-03-03
  Valic Financial Advisors, Inc.
  Glen Burnie, MD

Other Businesses

1. Fixed insurance sales; as of 08/08/2017; approximately less than 1% time spent during securities trading hours per month; conducted at branch location; investment related. 2. Owner of a rental property located in Norfolk, VA; as of 08/08/2017; approximately less than 1% time spent during securities trading hours per month; not conducted at branch location; investment related. 3. 100% owner, Milestone Financial BB, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 12/15/2017; approximately 95% time spent during securities trading hours per month; conducted at branch location; investment related. 4. Owner of rental property located in Norfolk, VA, as of 12/13/2024; 1% of time spent during business hours; Not conducted at branch location; Investment related. 5. Tax Preparation; Brian Bean; as of 2017; 1% of time spent during business hours; conducted at branch; Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-19
• S63 Uniform Securities Agent State Law Examination
  1997-08-14