Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Darcy is a financial advisor currently registered with LPL Financial LLC in WOBURN, MA. Brian has been in the financial industry since May 19, 2012. Before joining LPL Financial LLC, Brian worked with WADDELL & REED, SANTANDER SECURITIES LLC, and METLIFE SECURITIES INC. Brian has experience in securities and variable contracts, and is licensed to provide financial advice in Massachusetts.
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
MA
07/21/2021 - Present
LPL Financial LLC (WOBURN MA)
MA
05/02/2019 - 07/21/2021
WADDELL & REED (WOBURN MA)
MA
11/14/2013 - 06/30/2017
SANTANDER SECURITIES LLC (PEABODY MA)
MA
01/18/2010 - 05/14/2013
METLIFE SECURITIES INC. (DANVERS MA)
BC
Issued 05/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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