Brian Michael Flemmer Complex Manager
Brian Flemmer began his career in the Financial Services Industry in 1996 at Wells Fargo in Yakima, Washington. Since then, he has worked at Smith Barney, Morgan Stanley, Morgan Keegan and Raymond James. He provides corporate coaching and maintains six securities licenses.* During his tenure he has served in various financial services branch, training & corporate roles including most recently as Raymond James’ Southern Division Sales Manager and currently as Complex Manager in Greenville, SC.

He has been the senior or sole lead on major field facing platform integrations for such organizations as Morgan Keegan and Alex. Brown. Over the years, Brian has worked with thousands of advisors on integrating technology and efficient processes into their practice. Prior to his role as Complex Manager, he most recently focused on initiatives promoting tools & resources for strengthening risk management, creating capacity, improving the client experience & financial planning.

Brian’s family includes his wife, Jennifer, along with their daughters Sophia and Elaina. Rounding out their family is Lester, their beloved Beagle.

*Series 3 - National Commodities Futures Exam, Series 7 - General Securities Representative Exam, Series 9 - General Securities Sales Supervisor Exam – Options, Series 10 - General Securities Sales Supervisor Exam – General Module, Series 63 - Uniform Securities Agent State Law Exam, Series 65 - Uniform Registered Investment Adviser Law Exam (RIA)

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