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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 Lahue is a financial advisor with Commonwealth Financial Network, located in Corydon, IN. Brian has been working in the financial industry since January 20, 2007 and has a long history of experience with other firms including LPL FINANCIAL LLC and Investment Centers of America, Inc.. Brian is a Certified Financial Planner and holds licenses for securities, investment advisory, and insurance products. Brian's specializations include portfolio management for individuals, retirement planning, and education planning.
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.
1
2
IN
09/21/2022 - Present
Commonwealth Financial Network (Corydon IN)
IN
11/29/2017 - 09/29/2022
LPL FINANCIAL LLC (CORYDON IN)
IN
08/26/2013 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (CORYDON IN)
IN
03/10/2011 - 08/28/2013
LINCOLN INVESTMENT (CORYDON IN)
KY
11/04/2009 - 02/22/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (LOUISVILLE KY)
IN
01/01/2007 - 10/30/2009
CHASE INVESTMENT SERVICES CORP. (CORYDON IN)
BOTH
Issued 05/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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