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Brian Keith Bonifant

Lion Street Financial, LLC

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About Brian Keith Bonifant

Brian Bonifant is a financial professional with over 30 years of experience in the industry. Brian currently works with Lion Street Financial, LLC. Brian holds the Series 6, 7, and 63 securities licenses, in addition to the SIE exam. Brian has worked with NFP Securities, Inc., Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Brian is currently registered in Texas.

Firm Information

Brian Bonifant is currently registered with Lion Street Financial, LLC. Lion Street Financial, LLC is a Limited Liability Company formed in January 2022 and is registered to provide advisory services in all 50 states, the District of Columbia, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Brian Bonifant’s Registration & Firm History

TX

09/07/2013 - Present

Lion Street Financial, LLC (AUSTIN TX)

TX

09/25/2003 - 08/23/2011

NFP SECURITIES, INC. (AUSTIN TX)

MA

11/30/1989 - 09/09/2003

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

11/30/1989 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 02/28/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/1999

Series 7 - General Securities Representative Examination

BC

Issued 11/29/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Keith Bonifant.
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