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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 McGrath is a financial advisor with over 40 years of experience in the industry. Brian McGrath has a strong background in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Brian McGrath is registered with LPL Financial LLC, which is a leading independent broker-dealer and investment advisor. Brian McGrath is also a registered investment advisor in Pennsylvania, and he holds a Series 7, Series 10, Series 24, Series 63, and Series 65 licenses. Brian McGrath is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs.
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
PA
02/01/2023 - Present
LPL Financial LLC (WEST CONSHOHOCKEN PA)
PA
12/17/2013 - 02/06/2023
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
07/28/2008 - 12/18/2013
ROBERT W. BAIRD & CO. INCORPORATED (PHILADELPHIA PA)
PA
10/01/1999 - 08/01/2008
WACHOVIA SECURITIES, LLC (CONSHOHOCKEN PA)
NC
06/04/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
CA
08/23/1994 - 06/03/1996
NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)
PA
01/10/1992 - 07/28/1994
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NY
12/11/1990 - 10/21/1991
GABELLI & COMPANY, INC. (RYE NY)
NA
09/05/1989 - 12/04/1990
W. H. NEWBOLD'S SON & CO./HOPPER SOLIDAY & CO., INC.
NY
11/04/1981 - 09/09/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/24/1980 - 11/15/1981
DEAN WITTER REYNOLDS INC.
IA
Issued 07/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/14/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/28/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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