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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Murray is a financial advisor with LPL Financial LLC. Brian has been in the industry since February 12, 2000. Brian has experience working with a variety of clients, including individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and investment clubs. Brian offers a variety of financial planning services, including investment management, retirement planning, insurance planning, and estate planning. Brian also holds several industry certifications, including Series 6, 7, 24, 63, and 66. Brian is committed to providing clients with personalized financial advice and strategies 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
NY
09/14/2021 - Present
LPL Financial LLC (ROCHESTER NY)
NY
09/21/2016 - 12/27/2016
KEY INVESTMENT SERVICES LLC (ROCHESTER NY)
NY
05/18/2012 - 09/21/2016
LPL FINANCIAL LLC (ROCHESTER NY)
NY
04/12/2006 - 05/15/2012
HSBC SECURITIES (USA) INC. (ROCHESTER NY)
NY
08/09/2005 - 02/27/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/16/2001 - 08/01/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
12/14/1999 - 11/27/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 11/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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