Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Brenneman is a financial advisor in Atlanta, GA, with over 20 years of experience in the industry. Brian is currently registered with LPL Financial LLC, a large financial services firm with a long history of providing financial advice to individuals, businesses, and institutions. Prior to joining LPL Financial LLC, Brian worked at Citigroup Global Markets Inc, UBS Paine Webber Inc, J.C. Bradford & Co, Olde Discount Corporation, and Pruco Securities Corporation. Brian offers a variety of financial planning and investment management services, including portfolio management for businesses and individuals, 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
GA
08/24/2023 - Present
LPL Financial LLC (ATLANTA GA)
TN
11/01/2002 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (NASHVILLE TN)
NJ
08/14/2000 - 11/22/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
09/26/1997 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
MI
03/23/1995 - 10/02/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
NJ
07/12/1994 - 02/17/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 04/26/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/29/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1995
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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