UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
18yrs
Based in Dallas, Texas, Brian Losak is a fiduciary financial advisor with 18 years of industry experience. Brian joined Truist Advisory Services in 2017, a firm offering financial planning, investment management, and selecting outside investment managers. Brian holds the CFA designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 60% of advisors in Texas
Office100 Crescent Court Suite 1000, Dallas, TX 75201
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowTruist Advisory Services, Inc.Current firm
Contact Brian
Local office(469) 375-0810Ask for Brian. (800) 874-4770Main office · Atlanta, GA 100 Crescent Court Suite 1000Dallas, TX 75201Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Brian’s local office at (469) 375-0810 or the Truist Advisory Services main office at (800) 874-4770, and ask for Brian Losak.
How long has Brian been a financial advisor?
Brian has been in the industry since 2009, about 18 years. More experience than 60% of advisors in Texas.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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