Senior Partner @ The LAT Group at Raymond James (September 2020 - October 2025)
CRPC®, Vice President Senior Portfolio Advisor @ (June 2012 - September 2020)
Financial Advisor @ (June 2010 - June 2012)
Financial Advisor @ (June 2005 - June 2010)
Financial Advisor @ (January 2001 - January 2005)
Independent Bond Trader @ Lawrence/Bonfitto Trading Corp. (January 1996 - January 2001)
Pitcher @ (January 1989 - January 1995)
Brian Ahern Education
University of Central Florida
Business Administration and Management (General)
1986-1990
Homewood Flossmoor High School 1982-1986
Brian Ahern Skills
Equities
Financial Analysis
Financial Modeling
Insurance Licensed
Investments
Mutual Funds
Portfolio Management
Retirement Planning
Series 10
Series 31
Series 66
Series 7
Series 9
Trading Strategies
Wealth Management
Securities
Brian Ahern Summary
Brian Ahern, based in Chicago, IL, US, is currently a Managing Director, Wealth Advisor at VestGen Wealth Partners. Brian Ahern brings experience from previous roles at The LAT Group at Raymond James, Merrill Lynch and Morgan Stanley Smith Barney. Brian Ahern holds a 1986 - 1990 Business Administration and Management in General @ University of Central Florida. With a robust skill set that includes Equities, Financial Analysis, Financial Modeling, Insurance Licensed, Investments and more. Brian Ahern has 1 emails and 1 mobile phone numbers on RocketReach.
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