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Brian Tuttle
VP, Wealth Consultant, AIF®
Brian Tuttle
VP, Wealth Consultant, AIF®
At Salem Five Investment Services
Brian joins the Salem Five team, bringing with him over 25 years of investment and wealth experience.
Before Joining Salem Five Investment Services
Prior to Salem Five, Brian worked for Santander and Deutsche Bank assisting with the investment needs of clients.
Education
Brian graduated from University of Massachusetts Amherst, School of Behavioral Science with a Bachelors in Economics.
Credentials
Series 7, 63 and 66 FINRA Licensure
Life, Accident and Health Insurance Licensure
Accredited Investment Fiduciary, AIF®
CAIA Fundamentals of Alternative Investments
Personal
Brian lives in Beverly, MA with his wife Amy and is an avid golfer and boater.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV.