Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Blair is a financial advisor with LPL Financial LLC. Brian has been in the industry since 2005 and holds Series 7, 63, 86, 87 and SIE licenses. Brian is registered to provide investment advice in 32 states and the District of Columbia. Brian also has experience working at Rosenblatt Securities Inc., Wedge Securities, LLC, Banc of America Securities LLC, and Credit Suisse First Boston Corporation.
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
CA
08/29/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NY
03/08/2013 - 08/31/2015
ROSENBLATT SECURITIES INC. (NEW YORK NY)
NY
08/05/2005 - 03/22/2013
WEDGE SECURITIES, LLC (NEW YORK NY)
NY
10/04/2000 - 09/05/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
02/14/2000 - 09/07/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
IA
Issued 09/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/04/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brian Blair is the right advisor for you? Invested Better is here to help.
