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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 Springberg is a financial advisor with Osaic Wealth, Inc., where Brian has been a registered representative since September 2023. Brian previously worked at SAGEPOINT FINANCIAL, INC. from March 2013 to September 2023 and LINCOLN FINANCIAL SECURITIES CORPORATION from August 1995 to March 2013. Brian has been in the financial industry since August 1995. Brian is registered to provide investment advice in 48 states and holds the Series 6, 7, 24, and 63 licenses. Brian is also a Certified Financial Planner.
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.
A percentage of the total value of assets under management is charged.
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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (Lake Havasu City AZ)
AZ
03/01/2013 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LAKE HAVASU CITY AZ)
AZ
08/09/1995 - 03/07/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (LAKE HAVASU CITY AZ)
BC
Issued 09/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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