Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Burnett is a financial advisor with LPL Financial LLC. Brian has been in the financial services industry since January 2019. Brian has a Series 63, Series 65, Series 6TO and SIE license. Brian is also registered as a financial advisor in California. Brian is affiliated with the Cerritos, California and Long Beach, California branch offices of LPL Financial LLC. Brian has experience with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Brian provides advisory services in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Brian is also a financial advisor for SchoolsFirst FCU.
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.
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CA
05/18/2022 - Present
LPL Financial LLC (CERRITOS CA)
CA
01/10/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (CERRITOS CA)
IA
Issued 12/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/04/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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