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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 Trowbridge is a financial advisor registered with LPL Financial LLC in the states of Colorado and Texas. Brian has over 20 years of experience in the financial services industry, having previously worked with H.D. Vest Investment Services, Waddell & Reed, Inc., NEXT Financial Group, Inc., and 1st Global Capital Corp.. Brian holds the Series 66, Series 7 and SIE licenses. Brian specializes in Retirement Planning, College Savings Plans, Estate Planning, and Insurance.
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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CA
06/12/2020 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
12/02/2015 - 09/25/2018
1ST GLOBAL CAPITAL CORP. (LEANDER TX)
TX
07/01/2010 - 12/04/2015
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CO
07/22/2002 - 07/06/2010
H.D. VEST INVESTMENT SERVICES (FORT COLLINS CO)
KS
04/01/2002 - 06/26/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 05/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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