Unclaimed
Brent Russell Guthrie is a financial advisor with over 14 years of experience in the industry. Brent currently works with LPL Financial LLC and IFS Group. Brent is registered with the state of Pennsylvania and holds Series 66, SIE, and Series 7 licenses. Brent has been registered with LPL Financial LLC since May 2012, and with IFS Group since July 2024. Brent's experience in the financial services industry spans several firms, including Edward Jones, where Brent worked from November 2009 to May 2012.
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.
1
2
PA
05/07/2012 - Present
LPL Financial LLC (LANCASTER PA)
PA
11/25/2009 - 05/02/2012
EDWARD JONES (LANCASTER PA)
BOTH
Issued 12/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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