Fifth Third Securities
40yrs
Top advisor by experience in Rolling Meadows
New
Brian Brennan is a fiduciary financial advisor in Rolling Meadows, Illinois, registered since Nov 2025. Brian joined Primerica Advisors in 2026, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
One of 69 advisors with offices in Rolling Meadows, and one of 66 fiduciaries.
At a glance
ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
Office3701 W Algonquin Rd Suite 610-C, Rolling Meadows, IL 60008
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowPFS Investments Inc.Current firm
Contact Brian
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Brian. 3701 W Algonquin Rd Suite 610-CRolling Meadows, IL 60008Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Primerica Advisors at (833) 786-0550 and ask for Brian Brennan. Brian works from the Rolling Meadows, IL office.
How long has Brian been a financial advisor?
Brian is new to the profession, registered since Nov 2025, and holds 2 licenses.
What licenses does Brian hold?
Series 63, Series 65. 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?
Primerica Advisors reports being paid by a percentage of the assets they manage. 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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