Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sims is a financial advisor registered with LPL Financial LLC and has been active in the industry since 2002. Brian Sims's current branch office is located in Orland Park, IL. Prior to joining LPL Financial LLC, Brian Sims worked with CUNA Brokerage Services, Inc. and Vision Investment Services, Inc.
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
IL
05/18/2022 - Present
LPL Financial LLC (ORLAND PARK IL)
IL
03/28/2007 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (BELLWOOD IL)
IL
10/12/2006 - 01/30/2007
VISION INVESTMENT SERVICES, INC. (LAGRANGE IL)
IL
10/02/2002 - 10/12/2006
CUNA BROKERAGE SERVICES, INC. (BELLWOOD IL)
BOTH
Issued 08/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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