Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Messick is a financial advisor with over 20 years of experience in the industry. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with LPL Financial LLC. Brian's previous experience includes KESTRA INVESTMENT SERVICES, LLC and AXA ADVISORS, LLC. Brian is also a licensed CPA and provides tax preparation and accounting services. Brian works with a variety of clients, including individuals, families, businesses, and retirement plans. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
MD
05/30/2019 - Present
LPL Financial LLC (BALTIMORE MD)
MD
12/18/2001 - 05/30/2019
KESTRA INVESTMENT SERVICES, LLC (BALTIMORE MD)
NY
03/05/2001 - 12/19/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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