Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Connors is a financial advisor with LPL Financial LLC. Brian has been in the financial services industry since 2003. Brian is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and has licenses Series 6, 7, 63 and 65. Brian has over 20 years of experience in the financial services industry and is dedicated to providing clients with personalized financial advice. Brian's previous employment includes Cetera Investment Services LLC and U.S. Bancorp Investments, 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.
1
2
MT
11/29/2016 - Present
LPL Financial LLC (GREAT FALLS MT)
MT
12/08/2010 - 11/29/2016
CETERA INVESTMENT SERVICES LLC (GREAT FALLS MT)
MT
09/12/2003 - 04/19/2010
U.S. BANCORP INVESTMENTS, INC. (MISSOULA MT)
IA
Issued 07/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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