Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lusco is a financial advisor at LPL Financial LLC, and has been in the financial industry since 2012. Brian has experience working with a wide range of clients, including individuals, businesses, and retirement plans. Brian is registered with the state of South Carolina as a Broker and Investment Advisor. Brian holds the Series 6, 7, and 63 licenses, as well as the SIE and Series 65 licenses. Brian has held previous positions at Wells Fargo Clearing Services, LLC, Cetera Investment Services LLC, and Avantax Investment Services, Inc. Brian is committed to providing his clients with personalized financial advice and guidance 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.
1
2
SC
03/07/2022 - Present
LPL Financial LLC (TRAVELERS REST SC)
SC
10/15/2020 - 03/09/2022
AVANTAX INVESTMENT SERVICES, INC. (TRAVELERS REST SC)
SC
07/30/2018 - 10/06/2020
CETERA INVESTMENT SERVICES LLC (GREENVILLE SC)
SC
05/10/2018 - 07/31/2018
WELLS FARGO CLEARING SERVICES, LLC (EASLEY SC)
FL
04/09/2012 - 04/19/2018
HD VEST INVESTMENT SERVICES (FT. MYERS FL)
IA
Issued 05/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Lusco is the right advisor for you? Invested Better is here to help.
