Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McGill is a financial advisor with over 15 years of experience in the industry. Brian currently works with LPL Financial LLC in Alpharetta, GA. Brian has held previous roles with Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp, Banc of America Investment Services, Inc., Morgan Stanley & Co., Incorporated and Ameriprise Financial Services, Inc.. Brian is a CERTIFIED FINANCIAL PLANNER™ professional. Brian has a strong track record of helping clients achieve their financial goals. Brian works with individuals, families, businesses, and retirement plans. Brian specializes in investment management, retirement planning, and estate planning. Brian is committed to providing his clients with personalized financial advice and guidance.
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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GA
01/13/2025 - Present
LPL Financial LLC (ALPHARETTA GA)
GA
10/21/2011 - 03/13/2015
FIDELITY BROKERAGE SERVICES LLC (DUNWOODY GA)
GA
12/02/2010 - 10/12/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
WV
11/30/2009 - 11/09/2010
CHASE INVESTMENT SERVICES CORP. (CHARLESTON WV)
GA
05/12/2008 - 03/26/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
06/04/2007 - 11/27/2007
MORGAN STANLEY & CO., INCORPORATED (ATLANTA GA)
GA
07/07/2006 - 05/04/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
BC
Issued 02/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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