Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Nydegger is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management and over 1.6 million clients. Brian has been in the industry since 1998 and has been registered with LPL Financial LLC since 2021. Brian's professional experience includes working at RBC Capital Markets, LLC and Tucker Anthony Incorporated. Brian is currently licensed to provide investment advice in a total of 18 states, including New York, Texas, California, Florida, and others. Brian's areas of specialization include portfolio management for individuals, portfolio management for businesses, financial planning, and pension consulting.
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
NY
12/02/2021 - Present
LPL Financial LLC (WESTHAMPTON BEACH NY)
NY
03/09/2002 - 12/20/2021
RBC CAPITAL MARKETS, LLC (HAMPTON BAYS NY)
MA
02/06/1998 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 02/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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