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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 Lynn is a financial advisor with LPL Financial LLC in MARLTON, NJ. Brian has been in the financial services industry since 1994. Brian is a Certified Financial Planner and has extensive experience in providing financial advice to individuals, families, and businesses. Brian is registered to offer investment advisory services in several states. Brian also has a long history of working with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Brian is committed to providing his clients with personalized financial planning and investment management 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
NJ
05/14/2020 - Present
LPL Financial LLC (MARLTON NJ)
NJ
07/09/2002 - 05/21/2020
WELLS FARGO CLEARING SERVICES, LLC (MARLTON NJ)
MD
02/03/1995 - 07/08/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/03/1994 - 12/09/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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