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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Scott Field is a financial advisor who has been working in the industry since 2001. Brian is currently registered with LPL Financial LLC and Lifetime Financial Advisors Inc. in California and Texas. Brian has a wide range of experience, having previously worked at TD Waterhouse Investor Services, Inc., Charles Schwab & Co., Inc., and H&R Block Financial Advisors, Inc. Brian holds Series 7, 6, 63, and 66 securities licenses, as well as the SIE exam. Brian is also a Registered Investment Advisor with Lifetime Financial Advisors Inc. Brian provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and consulting services. Brian's primary business location is in Encinitas, California.
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
CA
06/01/2017 - Present
LPL Financial LLC (ENCINITAS CA)
NE
01/05/2004 - 02/11/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
09/18/2002 - 11/03/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
03/29/2001 - 08/23/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 06/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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