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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 James Gernant is an investment advisor representative at LPL Financial LLC in Geneseo, Illinois. Brian has been in the industry since 1983 and holds the Series 63, Series 7, Series 8, Series 9, Series 10, and SIE licenses. Brian previously worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, LEHMAN BROTHERS INC., EPPLER, GUERIN & TURNER, INC., and DEAN WITTER REYNOLDS INC. Brian's specializations include investment advisory services, consulting, financial planning, pension consulting, educational seminars, and selection of other advisors.
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
07/25/2019 - Present
LPL Financial LLC (GENESEO IL)
IL
01/23/2015 - 07/29/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GENESEO IL)
IL
01/01/2008 - 01/23/2015
WELLS FARGO ADVISORS, LLC (GENESEO IL)
IL
03/23/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GENESEO IL)
NY
12/17/1990 - 03/30/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/31/1985 - 12/21/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/20/1984 - 06/05/1985
EPPLER, GUERIN & TURNER, INC.
NA
07/20/1983 - 11/15/1984
DEAN WITTER REYNOLDS INC.
BC
Issued 07/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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