Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Shackleford is a financial advisor with over 30 years of experience in the industry. Brian is currently registered with LPL Financial LLC and holds licenses in multiple states. Brian has a broad range of experience in the financial services industry, including previous roles with A.G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, F.D. Roberts Securities, Inc., and Shearson Lehman Hutton Inc. Brian is a dedicated professional who is committed to providing clients with personalized financial advice and guidance.
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
ID
03/28/2013 - Present
LPL Financial LLC (MERIDIAN ID)
CA
12/09/1991 - 10/11/2006
A. G. EDWARDS & SONS, INC. (IRVINE CA)
NY
08/31/1989 - 12/13/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
10/19/1988 - 10/02/1989
F.D. ROBERTS SECURITIES, INC. (PARAMUS NJ)
NY
03/23/1989 - 09/07/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
BC
Issued 12/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1995
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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