Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Powell is a financial advisor with over 20 years of experience in the financial services industry. Brian currently works at LPL Financial LLC as a registered representative. Brian has held previous positions at PNC Investments, U.S. Bancorp Investments, Inc., Wells Fargo Advisors Financial Network, LLC, Signator Investors, Inc., MML Investors Services, Inc., OneAmerica Securities, Inc., and Park Avenue Securities LLC. Brian specializes in providing financial advice to individuals, businesses, pension and profit-sharing plans, and charitable organizations. Brian is also a registered investment advisor.
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
MO
07/23/2020 - Present
LPL Financial LLC (ST. PETERS MO)
MO
03/18/2014 - 07/28/2020
PNC INVESTMENTS (O'FALLON MO)
MO
01/29/2010 - 03/14/2014
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
05/24/2006 - 01/07/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CREVE COEUR MO)
MA
06/21/2005 - 03/30/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/09/2004 - 05/18/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IN
07/11/2003 - 08/13/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NY
08/27/2002 - 07/16/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 08/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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