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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 Christopher Genninger is a financial advisor who has been in the industry since 2006. He currently works for LPL Financial LLC in Lakeland, Florida. Brian has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. He offers a range of financial services, including financial planning, portfolio management, and consulting. Brian also holds a Series 63, Series 65, Series 7, Series 9, Series 10, and SIE license.
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
FL
08/26/2021 - Present
LPL Financial LLC (LAKELAND FL)
FL
09/19/2019 - 08/16/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
11/16/2015 - 09/11/2019
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
FL
02/24/2010 - 10/13/2015
MORGAN STANLEY (TAMPA FL)
FL
05/08/2006 - 06/22/2009
E*TRADE SECURITIES LLC (TAMPA FL)
FL
02/02/2006 - 05/08/2006
BROWNCO, LLC (TAMPA FL)
IA
Issued 11/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/02/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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