Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Van duyn is a financial advisor at LPL Financial LLC. Brian is a registered representative and investment advisor representative. Brian has been in the securities industry since August 30, 2011 and has a Series 7, Series 63, and Series 65 license. Brian has experience working with individuals, businesses, high net worth individuals, pension and profit sharing plans, and charitable organizations. Brian's specialties include financial planning, investment management, and retirement 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.
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
IN
04/07/2021 - Present
LPL Financial LLC (MISHAWAKA IN)
IN
06/20/2014 - 01/26/2015
J.P. MORGAN SECURITIES LLC (CARMEL IN)
IN
08/04/2011 - 06/24/2014
AXA ADVISORS, LLC (INDIANAPOLIS IN)
IA
Issued 12/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Van duyn is the right advisor for you? Invested Better is here to help.
