Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McPartlin is a financial advisor registered with LPL Financial LLC. Brian has been in the financial services industry since 1984. Brian has a combined state license (Series 66) and is also licensed as a general securities representative (Series 7) and investment company products/variable contracts representative (Series 6). Brian's previous registrations include Wells Fargo Clearing Services, LLC and Chase Investment Services Corp. Brian's clients include individuals, high net worth individuals, corporations, pension plans, charitable organizations, and investment clubs. Brian specializes in financial planning, portfolio management, and pension consulting. Brian also offers educational seminars and consulting services.
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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2
IL
06/21/2018 - Present
LPL Financial LLC (ORLAND PARK IL)
IL
05/27/2010 - 05/23/2018
WELLS FARGO CLEARING SERVICES, LLC (ORLAND PARK IL)
IL
07/06/2005 - 06/01/2010
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
02/01/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
12/17/1992 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
VA
09/12/1991 - 11/17/1992
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
NJ
03/19/1984 - 05/10/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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