BrianKurlan_BioFlyer_Final

www.wedbush.com | Member NYSE/FINRA/SIPC | © Wedbush Securities
BRIAN KURLAN
Independent Financial Advisor
Wedbush Securities
1200 Prospect Street, Suite 350, La Jolla, CA 92037
Direct: (858) 454-3575 | Cell: (619) 602-8885
E-mail: brian.kurlan@wedbush.com
website: www.wedbush.com/briankurlan
BIOGRAPHY
AsaWedbushSecuritiesIndependentFinancialAdvisor,IamdedicatedtoservingmyclientsandtheLaJollacommunity.
I believe my clients come first and work to protect their financial well-being. With over 20 years of experience in the
securities industry, I am committed to using my experience and knowledge to educate my clients to make informed
investment decisions. As the financial market changes, I adjust my clients’ portfolios in response to economic and
market developments.
I also develop personalized investment strategies, to assist clients in reaching their short and long-term financial
goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for
the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk
tolerance to determine an asset allocation strategy that will help you achieve your financial goals.
AREAS OF FOCUS
•	Wealth Management
•	Financial Planning
•	Retirement Planning
•	Asset Management
•	Annuities & Insurance
•	Mutual Funds
•	Stocks & Bonds
•	Alternative Investments
ABOUT WEDBUSH SECURITIES
Founded in 1955, Wedbush Securities is a leading financial 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 registered offices nationwide, 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 Capital Partners,
Wedbush Opportunity Partners, Wedbush Asset Management and Lime Brokerage LLC.
Wedbush Private Client Services provides differentiated wealth management services. Wedbush Financial Advisors
are dedicated to clients’ financial success, establishing relationships built on trust, supported by a firm built on
experience, stability and innovation.
BACKGROUND
•	Certified Public Accountant
•	Holds his Series 7, 55, 66
•	California State Life Insurance license #0C90391
•	BS Degree in Accounting, Minor in Business - State University of New York, Albany Business School

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BrianKurlan_BioFlyer_Final

  • 1. www.wedbush.com | Member NYSE/FINRA/SIPC | © Wedbush Securities BRIAN KURLAN Independent Financial Advisor Wedbush Securities 1200 Prospect Street, Suite 350, La Jolla, CA 92037 Direct: (858) 454-3575 | Cell: (619) 602-8885 E-mail: brian.kurlan@wedbush.com website: www.wedbush.com/briankurlan BIOGRAPHY AsaWedbushSecuritiesIndependentFinancialAdvisor,IamdedicatedtoservingmyclientsandtheLaJollacommunity. I believe my clients come first and work to protect their financial well-being. With over 20 years of experience in the securities industry, I am committed to using my experience and knowledge to educate my clients to make informed investment decisions. As the financial market changes, I adjust my clients’ portfolios in response to economic and market developments. I also develop personalized investment strategies, to assist clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy that will help you achieve your financial goals. AREAS OF FOCUS • Wealth Management • Financial Planning • Retirement Planning • Asset Management • Annuities & Insurance • Mutual Funds • Stocks & Bonds • Alternative Investments ABOUT WEDBUSH SECURITIES Founded in 1955, Wedbush Securities is a leading financial 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 registered offices nationwide, 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 Capital Partners, Wedbush Opportunity Partners, Wedbush Asset Management and Lime Brokerage LLC. Wedbush Private Client Services provides differentiated wealth management services. Wedbush Financial Advisors are dedicated to clients’ financial success, establishing relationships built on trust, supported by a firm built on experience, stability and innovation. BACKGROUND • Certified Public Accountant • Holds his Series 7, 55, 66 • California State Life Insurance license #0C90391 • BS Degree in Accounting, Minor in Business - State University of New York, Albany Business School