Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Libby is a financial advisor with over 8 years of experience in the financial services industry. Brian has been registered as a Registered Representative (RR) and an Investment Adviser Representative (IAR) since 2015 and holds the Series 7, Series 63 and SIE licenses. Currently, Brian is an IAR at Orion Portfolio Solutions, LLC in Omaha, NE. Before joining Orion Portfolio Solutions, LLC, Brian worked at Oppenheimerfunds in Philadelphia, PA and Brinker Capital in Berwyn, PA. Brian has a strong background in portfolio management and has experience working with a variety of clients, including individuals, families, corporations, and institutions. Brian is a Chartered Financial Analyst (CFA) and specializes in portfolio management, financial planning, pension consulting, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for educational savings & able plans
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
01/17/2023 - Present
Orion Portfolio Solutions, LLC (Berwyn PA)
NY
05/09/2016 - 03/28/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
OH
09/02/2015 - 05/09/2016
NATIONWIDE FUND DISTRIBUTORS LLC (COLUMBUS OH)
BC
Issued 06/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Libby is the right advisor for you? Invested Better is here to help.
