Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Park is a financial advisor with LPL Financial LLC. Brian has over 20 years of experience in the financial services industry. Brian is registered to provide investment advice in multiple states and has a Series 24 license. Brian is committed to helping clients reach their financial goals. Brian's previous experience includes positions with Citigroup Global Markets Inc. and Morgan Stanley DW Inc.
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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CA
03/06/2010 - Present
LPL Financial LLC (COSTA MESA CA)
CA
05/29/2007 - 02/24/2010
CITIGROUP GLOBAL MARKETS INC. (BUENA PARK CA)
CA
06/13/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (COSTA MESA CA)
NY
12/18/2003 - 06/01/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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