Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Talbert is a financial advisor who has been in the industry since September 12, 2006. Brian is currently registered with LPL Financial LLC and holds Series 66, Series 7, and SIE licenses. Brian has experience working at several firms including First Citizens Investor Services, Inc., First Citizens Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian's specializations include investments, retirement planning, college savings, insurance, and estate planning. Brian is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
1
2
SC
09/30/2019 - Present
LPL Financial LLC (MYRTLE BEACH SC)
SC
01/04/2016 - 09/27/2019
FIRST CITIZENS INVESTOR SERVICES, INC. (MYRTLE BEACH SC)
SC
11/05/2007 - 01/04/2016
FIRST CITIZENS SECURITIES CORPORATION (MYRTLE BEACH SC)
GA
08/10/2006 - 10/02/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUGUSTA GA)
BOTH
Issued 09/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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