Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Gentry is an investment advisor representative licensed to provide investment advice in California. Brian Gentry is a registered representative of LPL Financial LLC and has been active in the securities industry since 2015. Prior to LPL Financial LLC, Brian Gentry worked at SORRENTO PACIFIC FINANCIAL, LLC. Brian Gentry holds the Series 6, Series 63, and SIE licenses. Brian Gentry's current registration at LPL Financial LLC is active. Brian Gentry's specializations include providing financial planning, portfolio management for individuals and businesses, educational seminars, and consulting and other non-discretionary advisory services. Brian Gentry's firm, LPL Financial LLC, is a national firm with offices in Fort Mill, South Carolina. LPL Financial LLC offers investment advice and other services to individuals, corporations, and institutions. LPL Financial LLC provides a full range of financial services including investment advisory, brokerage, insurance, and retirement planning services. LPL Financial LLC manages over $463 billion in assets for its clients.
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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CA
11/15/2016 - Present
LPL Financial LLC (PLEASANTON CA)
CA
12/15/2015 - 11/15/2016
SORRENTO PACIFIC FINANCIAL, LLC (Pleasanton CA)
BC
Issued 07/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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