Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Timby is a financial advisor with over 16 years of experience in the industry. Brian is currently registered with Lincoln Investment and holds both Series 6 and Series 63 licenses, in addition to the SIE. Brian is also a registered investment advisor and holds a Series 65 license. Brian has worked with several firms including Prudential Annuities Distributors, Inc. and Hartford Life Distributors, LLC. Brian is also a co-owner of a rental property. Brian has a diverse client base including pension plans, corporations and individual investors. Brian is committed to providing financial advice that meets the specific needs of each of his clients.
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.
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.
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
PA
12/14/2020 - Present
Lincoln Investment (Horsham PA)
PA
03/25/2011 - 05/28/2015
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
PA
11/25/2004 - 03/22/2011
HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)
IA
Issued 10/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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