Unclaimed Profile

Brian Keith Wing

VISIONPOINT GROUP, LLC·DALLAS, Texas

VISIONPOINT GROUP, LLC

17250 DALLAS PARKWAY, DALLAS, TX 75248CRD# 1866853Firm CRD# 168733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Keith Wing · DALLAS, TX

Registration

CRD #1866853 · VISIONPOINT GROUP, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Brian Keith Wing is a registered financial advisor based in DALLAS, Texas, affiliated with VISIONPOINT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FUSE PARTNERS, LLC

AUM

$903M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FUSE PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1866853

Firm CRD# 168733

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Keith Wing offer?

Brian Keith Wing specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Brian Keith Wing's credentials?

Brian Keith Wing is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Keith Wing located?

Brian Keith Wing is based in DALLAS, Texas, working with VISIONPOINT GROUP, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Brian Keith Wing charge for services?

Brian Keith Wing's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VISIONPOINT GROUP, LLC?

VISIONPOINT GROUP, LLC has approximately 36 employees and manages $903M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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