Brian Hinson: $200K Complaint Against Savant Wealth Advisor

Huntsville, Alabama financial advisor Brian Hinson (CRD# 2783737) recently received an investor complaint alleging that his conduct resulted in six-figure losses. Financial Industry Regulatory Authority and Securities and Exchange Commission records show that the former LPL Financial broker is currently registered as an investment advisor with Savant Wealth Management.

Mr. Hinson’s BrokerCheck report discloses three investor complaints. The most recent, filed in February 2024, alleges that as a representative of Lincoln Financial Advisors Corporation, he recommended an unsuitable oil and gas investment. The pending complaint alleges damages of $200,000.

An earlier investor complaint, filed in 2006, alleged that as a representative of Lincoln Financial Advisors Group, he recommended unsuitable variable annuity products. In 2007 the complaint reached a settlement of $79,992.

A third investor complaint, filed in 2004, alleged that he recommended an unsuitable real estate investment trust. The complaint alleged damages of $80,000 and was denied by the firm.

Savant Wealth Management’s website includes a profile of Mr. Hinson that describes him as a managing director at the firm. “Brian primarily works with those facing life transitions or liquidity events,” the profile states, “especially business owners preparing for or finalizing the sale of their business, individuals liquidating shares of their employee-owned companies, and executives, physicians, and others focusing on retirement.” In a quotation included with the profile, he describes his own approach to his work. “My focus is on active planning that reflects an intimate understanding of each client’s dreams and evidence-based investing that captures the financial science of capital markets,” he states. “Then, our team’s goal is to deliver an outstanding client experience.”

According to the Financial Industry Regulatory Authority and the Securities and Exchange Commission, Brian Hinson holds 27 years of securities industry experience. Based in Huntsville, Alabama, he has been registered as an investment advisor with Savant Wealth Management since 2023 and Bridgeworth Wealth Management since 2015. His registration history includes LPL Financial (Huntsville, Alabama; 2015-2023), Lincoln Financial Advisors Corporation (Huntsville, Alabama 1996-2015), and the Lincoln National Life Insurance Company (Fort Wayne, Indiana; 1996-2006). His credentials include the passage of four securities industry qualifying exams: the Investment Company Products/Variable Contracts Representative Examination, or Series 6; the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; and the Uniform Securities Agent State Law Examination, or Series 63. He is licensed in Alabama and Texas. (Information current as of March 16, 2024.)

Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.