Brian Kurlan, Cpa
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Brian Kurlan, Cpa Email & Phone Number

Financial Advisor and Consultant at Wedbush Securities
Location: San Diego, California, United States 6 work roles 2 schools
1 work email found @wedbush.com 2 phones found area 619 and 858 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@wedbush.com
Direct phone (619) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wedbush Securities
Role
Financial Advisor and Consultant
Location
San Diego, California, United States
Company size
1025 employees

Who is Brian Kurlan, Cpa? Overview

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Quick answer

Brian Kurlan, Cpa is listed as Financial Advisor and Consultant at Wedbush Securities, a company with 1025 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at wedbush.com, phone signal with area code 619, 858, and a matched LinkedIn profile for Brian Kurlan, Cpa.

Brian Kurlan, Cpa previously worked as Financial Advisor / Consultant at Wedbush Securities and Equity Trader at Echotrade Llc. Brian Kurlan, Cpa holds Bachelor Of Science, Accounting from State University Of New York At Albany.

Company email context

Email format at Wedbush Securities

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*@wedbush.com
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AeroLeads found 1 current-domain work email signal for Brian Kurlan, Cpa. Compare company email patterns before reaching out.

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Profile bio

About Brian Kurlan, Cpa

Brian Kurlan, Cpa is a Financial Advisor and Consultant at Wedbush Securities. He possess expertise in investments, portfolio management, series 7, equities, wealth management and 45 more skills.

Listed skills include Investments, Portfolio Management, Series 7, Equities, and 46 others.

Current workplace

Brian Kurlan, Cpa's current company

Company context helps verify the profile and gives searchers a useful next step.

Wedbush Securities
Wedbush Securities
Financial Advisor and Consultant
San Diego, CA, US
Website
wedbush.com
Employees
1025
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Company profile
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6 roles

Brian Kurlan, Cpa work experience

A career timeline built from the work history available for this profile.

Financial Advisor / Consultant

Current
Wedbush Securities

La Jolla, CA

- I professionally manage the financial portfoilio and retirement accounts of my clients.- Specialize in 401k Rollovers- Analyze current portfolios for potential clients and compare to alternative portfolios that I compose for each unique situation.- Protecting and growing retirement capital and reducing taxes.- Providing liquid, safe, and secure financial.

May 2012 - Present

Equity Trader

Echotrade Llc

Greater San Diego Area

- Owned and managed a trading office for 2 years. - Operated all aspects of the business from recruiting traders, mentoring and supervising traders, riskk management, and all of the accounting functions. - Traded approximately 75,000 shares daily of listed stocks on the New York Stock exchange and NASDAQ.- Developed and trained multiple equity traders..

Jan 2004 - May 2012

Equity Trader

Van Buren Securities And Bright Trading Llc

Greater San Diego Area

Traded approximately 200,000 shares daily of listed stocks on the New York Stock Exchange and NASDAQ.

Apr 2000 - Jan 2004

Financial Advisor

American Express Financial Advisors

Greater San Diego Area

- Utilized comprehensive product knowledge, familiarity with diverse cultures and personalities, and enthusiastic personality to quickly map out client needs and recommend appropriate solutions. - Established genuine rapport with prospects and clients. - Earned clients' trust by consistently proving that their needs are paramount. - Combined patience.

Dec 1999 - Mar 2000

Certified Public Accountant, Assurance Senior Auditor; Acting Manager

Ey

Greater New York City Area

- Conducted and supervised audits of financial statements for major clients in accordance with written and approved audit programs.- Conducted and supervised 401(k) and 403(b) Pension audits.- Participated in a special project to assist a major banking client in assessing, converting, and implementing a new investment monitoring system.- Assisted with.

Sep 1994 - Aug 1999
Team & coworkers

Colleagues at Wedbush Securities

Other employees you can reach at wedbush.com. View company contacts for 1025 employees →

SG Susan Golomb Susan Golomb Colleague at Wedbush Securities Sacramento, California, United States, United States View → SG Samuel Garlock Samuel Garlock Colleague at Wedbush Securities Portland, Oregon Metropolitan Area, United States View → OG Oscar Gepiga Oscar Gepiga Colleague at Wedbush Securities Stevenson Ranch, California, United States, United States View → DS Donald Scott Donald Scott Colleague at Wedbush Securities Scottsdale, Arizona, United States, United States View → JL Jill Lance Jill Lance Colleague at Wedbush Securities Anaheim, California, United States, United States View → CM Cayman Malig Cayman Malig Colleague at Wedbush Securities Greater Los Angeles, California, United States, United States View → JP John Phan John Phan Colleague at Wedbush Securities Los Angeles, California, United States, United States View → MA Matthew A Snyder Matthew A Snyder Colleague at Wedbush Securities Beach Haven, New Jersey, United States, United States View → JC Joel Conaty Joel Conaty Colleague at Wedbush Securities Los Angeles Metropolitan Area, United States View → TN Tyler Neff Tyler Neff Colleague at Wedbush Securities New York, New York, United States, United States View →
2 education records

Brian Kurlan, Cpa education

Bachelor Of Science, Accounting

State University Of New York At Albany

Activities and Societies: Beta Alpha Psi (National Accounting Fraternity), Gold Key Honor Society, Sigma Nu Social Fraternity, Dean's List.

Education record

Walt Whitman High School
FAQ

Frequently asked questions about Brian Kurlan, Cpa

Quick answers generated from the profile data available on this page.

What company does Brian Kurlan, Cpa work for?

Brian Kurlan, Cpa works for Wedbush Securities.

What is Brian Kurlan, Cpa's role at Wedbush Securities?

Brian Kurlan, Cpa is listed as Financial Advisor and Consultant at Wedbush Securities.

What is Brian Kurlan, Cpa's email address?

AeroLeads has found 1 work email signal at @wedbush.com for Brian Kurlan, Cpa at Wedbush Securities.

What is Brian Kurlan, Cpa's phone number?

AeroLeads has found 2 phone signal(s) with area code 619, 858 for Brian Kurlan, Cpa at Wedbush Securities.

Where is Brian Kurlan, Cpa based?

Brian Kurlan, Cpa is based in San Diego, California, United States while working with Wedbush Securities.

What companies has Brian Kurlan, Cpa worked for?

Brian Kurlan, Cpa has worked for Wedbush Securities, Echotrade Llc, Van Buren Securities And Bright Trading Llc, American Express Financial Advisors, and Ey.

Who are Brian Kurlan, Cpa's colleagues at Wedbush Securities?

Brian Kurlan, Cpa's colleagues at Wedbush Securities include Susan Golomb, Samuel Garlock, Oscar Gepiga, Donald Scott, and Jill Lance.

How can I contact Brian Kurlan, Cpa?

You can use AeroLeads to view verified contact signals for Brian Kurlan, Cpa at Wedbush Securities, including work email, phone, and LinkedIn data when available.

What schools did Brian Kurlan, Cpa attend?

Brian Kurlan, Cpa holds Bachelor Of Science, Accounting from State University Of New York At Albany.

What skills is Brian Kurlan, Cpa known for?

Brian Kurlan, Cpa is listed with skills including Investments, Portfolio Management, Series 7, Equities, Wealth Management, Strategic Financial Planning, Trading, and Asset Management.

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