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Brian Marbury

Lincoln Financial Distributors, Inc.

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About Brian Marbury

Brian Marbury is a financial advisor affiliated with Lincoln Financial Distributors, Inc., an investment firm with a focus on providing financial guidance to individuals and families. Brian has a strong track record in the industry, with experience at firms such as J.P. Morgan Securities LLC, BBVA Securities Inc., and NYLIFE Securities LLC. Brian holds Series 6 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) designation, demonstrating commitment to continued education and expertise in the financial services industry. Brian is registered to provide financial advice in Arizona, California, New Mexico, and Texas.

Firm Information

Brian Marbury is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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 Marbury’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

11/28/2022 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

TX

07/14/2021 - 12/03/2022

J.P. MORGAN SECURITIES LLC (HOUSTON TX)

TX

12/13/2017 - 05/18/2021

BBVA SECURITIES INC. (HOUSTON TX)

TX

05/09/2016 - 09/02/2016

NYLIFE SECURITIES LLC (HOUSTON TX)

TX

08/25/2014 - 11/12/2015

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 09/08/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2014

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 Marbury.
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