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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 Tollefson is a financial advisor with LPL Financial LLC in MESA, AZ. Brian has over 20 years of experience in the financial industry. Brian is registered to provide investment advice in Texas and securities brokerage services in Alabama, Arizona, California, Colorado, New Mexico, North Carolina, Oregon, South Dakota, Texas, and Wisconsin. Brian's specializations include financial planning, pension consulting, portfolio management for individuals and businesses. Brian is a member of the Order of Knights, Eagles, and Tigers and has been involved with various insurance carriers for Waddell & Reed Insurance Agencies.
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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AZ
03/18/2024 - Present
LPL Financial LLC (MESA AZ)
AZ
01/06/2020 - 07/21/2021
WADDELL & REED (MESA AZ)
AZ
09/01/2009 - 01/06/2020
COMMONWEALTH FINANCIAL NETWORK (SCOTTSDALE AZ)
AZ
09/12/2006 - 09/01/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PAYSON AZ)
AZ
09/25/2001 - 08/24/2006
EDWARD JONES (TEMPE AZ)
IA
Issued 02/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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