2. Brian Kurlan is an Independent Financial Advisor in La Jolla,
California. With over 18 years of industry experience, Brian
works very closely with each of his clients, offering tailored
advice unique to their needs, while maintaining his
commitment to integrity, trust and relentless service.
By analyzing investors’ decisions and allocation strategies,
Brian can help you select appropriate investments such as
CDs, Government Bonds, Municipal Bonds, Mutual Funds,
Stocks and Tax-Deferred Annuities. Brian can also assist you in
developing retirement strategies and with 401k rollovers. He
builds long-term relationships with clients based on a prudent
approach to investing and a commitment to customer
satisfaction.
Brian is a licensed CPA® (Certified Public Accountant) and
holds his Series 7, 55, 66 and California State Life Insurance
licenses. He graduated magna cum laude from the State
University of New York at Albany’s Business School with a
Bachelor of Science degree in Accounting and a minor in
Business.
Contact Brian today for a complimentary portfolio review or to
obtain additional information.
Brian Kurlan
Independent Financial Advisor
Founded in 1955, Wedbush Securities is a leading investment firm
that provides brokerage, clearing, investment banking, equity
research, public finance, fixed income sales and trading, and asset
management to individual, institutional and issuing clients.
Headquartered in Los Angeles, with over 100 offices, the firm
focuses on relentless service, client financial safety, continuity, and
advanced technology. Wedbush Securities is the largest subsidiary
of holding company WEDBUSH, Inc., which also includes affiliated
firms Wedbush Bank, Wedbush Capital Partners, Wedbush
Opportunity Partners, and Lime Brokerage LLC.
About Wedbush Securities
Brian Kurlan
Independent Financial Advisor
1200 Prospect Street, Suite 350
La Jolla, CA 92037
Phone: (858) 454-3575
Email: brian.kurlan@wedbush.com
www.wedbush.com/briankurlan
