Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adria? Claim Your ProfileAdria Briggs is a registered representative with LPL Financial LLC. Adria has been in the financial services industry since 2008 and has experience with KESTRA INVESTMENT SERVICES, LLC. Adria specializes in a range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Adria has a Series 6 and Series 63 license and the SIE designation. Adria is located in the Encino branch office of LPL Financial LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/26/2019 - Present
LPL Financial LLC (ENCINO CA)
CA
06/20/2008 - 06/19/2019
KESTRA INVESTMENT SERVICES, LLC (ENCINO CA)
BC
Issued 07/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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