Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kelleher is a financial advisor affiliated with LPL Financial LLC. Brian is registered to offer investment advice in Colorado and Texas, and has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Brian has over 10 years of experience in the financial services industry. Brian offers a range of financial planning services, including portfolio management, financial planning, educational seminars and selection of other advisors. Brian is also a registered Investment Advisor Representative (IAR) in Colorado and Texas, and has experience working with individual investors, high net worth individuals, pension plans, corporations and charitable organizations.
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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CO
09/16/2024 - Present
LPL Financial LLC (LONE TREE CO)
IA
Issued 01/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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