Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Anthony Marchiori is a financial advisor with LPL Financial LLC. Brian has been in the industry since June 5, 1999, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Brian's areas of expertise include financial planning, portfolio management, and pension consulting. Prior to joining LPL Financial LLC, Brian worked at SWBC Investment Services, LLC, Advisors Asset Management, Inc., and USAA Investment Management Company.
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
TX
08/06/2018 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
02/23/2010 - 08/07/2018
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
06/02/2009 - 03/03/2010
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
TX
04/08/2008 - 06/01/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN ANTONIO TX)
TX
07/06/2005 - 04/11/2008
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
IL
06/25/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
04/30/1999 - 05/18/2004
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 06/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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