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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 Zimms is a financial advisor with over 30 years of experience in the industry. Brian joined LPL Financial LLC in 2004. Brian previously worked at Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. in St. Petersburg, Florida. Brian is registered with the state of Florida as an investment advisor representative (IAR) and is also registered with the state of Florida as a broker-dealer (BD). Brian holds the Series 63, Series 24, SIE, and Series 7 securities licenses. Brian offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Brian works with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans.
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
FL
09/03/2004 - Present
LPL Financial LLC (JUPITER FL)
FL
06/19/1998 - 09/02/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
09/28/1992 - 07/01/1998
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 03/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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