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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 Lauer is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Brian is a registered representative and investment advisor in Pennsylvania. Brian has been in the financial services industry since 1999. Brian has earned the Series 7, Series 63, Series 24 and Series 53 licenses. Brian also holds the Series 65 license which allows him to provide investment advice to clients in Pennsylvania.
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.
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.
Solicitation fees from 3rd party money managers
1
2
PA
11/01/2019 - Present
Cambridge Investment Research Advisors, Inc. (York PA)
PA
01/12/2007 - 11/06/2019
WADDELL & REED (CHARLEROI PA)
MD
01/20/1999 - 12/31/2006
INVESTORS SECURITY COMPANY, INC. (TOWSON MD)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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