Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kidwell is a Registered Representative of LPL Financial LLC, a firm with over $500 billion in assets under management. Brian Kidwell is registered in Texas and has been in the industry since February 2013. Brian Kidwell has passed the Series 7, Series 66 and SIE exams. Brian Kidwell specializes in providing financial planning, portfolio management and other non-discretionary advisory services to individuals, businesses and institutions. Brian Kidwell also holds the position of Executive Vice President at D.Hilton Associates, Inc., an outside position that involves overseeing strategic services practices and a team of analysts.
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
TX
05/14/2013 - Present
LPL Financial LLC (THE WOODLANDS TX)
BOTH
Issued 05/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Kidwell is the right advisor for you? Invested Better is here to help.
